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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Navis Wealth Advisors LLC
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| CRD # | 311171 |
| SEC # | 801-119746 |
| CIK # | 0001849055 |
| AUM | $540.7 M (2025-04-22) |
| Employees | 7 (71% Investors, 71% Brokers) |
| Phone | 914-848-8300 |
| Address | 800 Westchester Avenue Rye Brook, NY 10573 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Zscaler Inc | 7.0 | ||
| Nvidia Corp | 4.7 | ||
| KLA Tencor Corp | 4.1 | ||
| Amazon Com Inc | 1.5 | ||
| Goldman Sachs Group Inc | 1.4 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Facebook Inc | 1.2 | ||
| Fedex Corp | 1.2 | ||
| American Express Co | 1.1 | ||
| Alphabet Inc | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 17.0 |
| (b) Individuals (high net worth individuals) | 90 | 523.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 377 | 540.7 |
| By Discretionary | ||
| Discretionary | 377 | 540.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 377 | 540.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 538.6 | |
| Total | 377 | 540.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001849055] |
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