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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-15-2024
- Office Locations
- 1
Office Locations
About NAV Wealth Partners
Nav Wealth Partners is a remote, nationwide RIA based near Pittsburgh led by CFP(R) Ryan Knoll. The firm pairs financial planning and investment management with proactive, complex tax strategy focused on reducing tax drag. Client focus includes high-income professionals, business owners, and pre/retirees. Public filings show a portfolio mix tilted to ETFs, with planning delivered via eMoney.
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Owner & Executives
RYAN CHRISTOPHER KNOLL
Chief Compliance Officer, Financial Advisor, General Partner, Managing Partner
- CRD
- #6422844
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Alexander Atticus Gough
--
- CRD
- #7138650
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,250,000 | -- |
| Non-Discretionary | $4,600,000 | -- |
| Total | $37,850,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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