What departments does Navis Wealth Management have?

Navis Wealth Management has employees across 2 departments including Entrepreneurship, Operations.

What is the largest department at Navis Wealth Management?

The largest department at Navis Wealth Management is Entrepreneurship with 2 employees.

Where are Navis Wealth Management employees located globally?

Navis Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Navis Wealth Management's team size changed over time?

Navis Wealth Management's team has decreased from approximately 15 to 14 employees based on available data.

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Navis Wealth Management Employee Directory

Investment ManagementNew York, United States11-50 Employees

Navis Wealth Management operates as an independent boutique wealth advisory practice within the investment management sector. Based in Rye Brook, New York, it provides comprehensive and holistic wealth management solutions aimed at helping clients grow, preserve, and transfer wealth with confidence. The firm develops highly customized strategies and financial plans that connect different aspects of clients’ financial lives to identify priorities and pursue what matters at each life stage.

A distinguishing feature is the emphasis on close, personal relationships with clients, which the firm uses to offer deep insight and practical guidance during pivotal moments as goals evolve. Positioned as an independent boutique in the investment management landscape, it operates with a small to mid-sized team serving clients from its Rye Brook location.

Navis Wealth Management Global Highlights

North America
18

United States Of America
18

Navis Wealth Management's Leadership

L. C.
Head Of Advisory Operations | Wealth Advisor
Mobile Phone
Email
L. L.
Head Of Advisory Operations | Wealth Advisor
Mobile Phone
Email
D. S. P.
Co-Founder
Mobile Phone
Email
P. F.
Managing Partner And Co-Founder
Mobile Phone
Email

Navis Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Information Technology
Accounting
Administrative
Other
Engineering

Contact profiles from Navis Wealth Management

Name

Title

Contact Info

Location

Last Update

P. F.
Managing Partner And Co-Founder
Mobile Phone
Email
Aug 14, 2026
D. S. P.
Co-Founder
Mobile Phone
Email
Jul 20, 2026
L. C.
Head Of Advisory Operations | Wealth Advisor
Mobile Phone
Email
Jun 27, 2026
L. L.
Head Of Advisory Operations | Wealth Advisor
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Navis Wealth Management known for?

Navis Wealth Management was founded in 2018 operates in the Investment Management industry. Explore Navis Wealth Management's company overview page for more information.

What is Navis Wealth Management's most common email format?

Navis Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Navis Wealth Management email formats with LeadIQ.

How many employees does Navis Wealth Management have currently?

Navis Wealth Management has approximately 16 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Navis Wealth Management's key employees and leadership?

As of August 2026, Navis Wealth Management's key employees include:

Head Of Advisory Operations | Wealth Advisor: L. C.
Head Of Advisory Operations | Wealth Advisor: L. L.
Co-Founder: D. S. P.
Managing Partner And Co-Founder: P. F.

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Navis Wealth Management Employee Directory

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