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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-06-2020
- Office Locations
- 3
Office Locations
About Navis Wealth Advisors LLC
Navis Wealth Advisors is an independent, fiduciary RIA offering a family-office style, highly customized financial roadmap that connects planning, investments, and legacy goals. The team supports clients through major life transitions with ongoing advice, typically providing a dedicated point of contact backed by internal specialists. Investment work emphasizes asset allocation across ETFs/mutual funds and fixed income, with select alternatives. Based in NY with an additional Florida presence; custodies at Schwab and Fidelity.
Reported data analysis
What the numbers show
Between November 19, 2025 and September 1, 2026, reported AUM increased 66.9%, from $540.7M to $902.2M.
Across 5 reported observations, AUM increased 217.4% between October 28, 2022 and September 1, 2026, from $284.2M to $902.2M.
Of the latest reported AUM, 85.1% is discretionary and 14.9% is non-discretionary.
The firm reports 6 advisory representatives and 126 clients, or 21 clients per representative. That equates to $7.2M in reported AUM per client.
The profile lists 3 reported office locations and 5 years in operation. The source data was last updated on September 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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The full Navis Wealth Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL FEGAN JR
Chief Compliance Officer, Managing Partner
- CRD
- #2843750
- Ownership
- Less than 5%
DAVID Stanley PRICE
Commercial Real Estate Analyst, Managing Partner
- CRD
- #3016332
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Jason Auerbach
Managing Director
- CRD
- #6692932
DAVID BENJAMIN BRUCKMAN
Wealth Advisor | Wealth Transfer and Risk Management
- CRD
- #4419254
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $768,005,009 | $1,250,822 |
| Non-Discretionary | $134,221,257 | $14,913,473 |
| Total | $902,226,266 | $1,448,196 |
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Separately Managed Accounts
SMA allocation detail is available
Navis Wealth Advisors LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Navis Wealth Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.