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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NAVIS WEALTH ADVISORS LLC

CRD 311171

RYE BROOK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4564b8ea-644f-851f-98ad-9ede635d8b13

Data as of Sep 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 6
On other graphs: 0
Observed: Oct 6, 2020 to Sep 1, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $902MItem 5.F on the latest filing (2026-09-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $768M
Private client RAUM: $902MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $129Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 623
Individual clients: 33
High net worth clients: 93
SEC number: 801-119746
CIK: 1849055
CRD: 311171
Filings on the tape: 17
First filed: Oct 6, 2020
Latest filed: Sep 1, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID Stanley PRICE	Certified Financial Planner	RYE BROOK, NY	5	28	2	yes
PAUL FEGAN	Certified Financial Planner	RYE BROOK, NY	5	10	2	yes
DAVID BENJAMIN BRUCKMAN	n/a	RYE BROOK, NY	5	14	2	yes
Letizia Flavia Carlisto	Certified Financial Planner	RYE BROOK, NY	5	10	1	yes
Jason Auerbach	n/a	RYE BROOK, NY \| JUPITER, FL	2	10	n/a	yes
Nicholas J Scenna	n/a	RYE BROOK, NY	0	11	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FEGAN, PAUL, CHRISTIAN	Member	D	yes	11/2018	Dec 14, 2020	Mar 28, 2024
FEGAN, PAUL, CHRISTIAN	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	Na	yes	12/2020	Dec 14, 2020	Mar 28, 2024
NAVIS WEALTH MANAGEMENT LLC	MANAGING MEMBER	E	yes	12/2020	Dec 14, 2020	Mar 28, 2024
NAVIS WEALTH PARTNERS LLC	Owner	E	yes	12/2020	Dec 14, 2020	Mar 28, 2024
PRICE, DAVID, S	MANAGING PARTNER	Na	yes	12/2020	Dec 14, 2020	Mar 28, 2024
PRICE, DAVID, S	Member	D	yes	11/2018	Dec 14, 2020	Mar 28, 2024
RRP PARTNERS LLC	Member	C	yes	12/2020	Dec 14, 2020	Mar 28, 2024
S.P.Q.R. HOLDINGS LLC	Member	C	yes	12/2020	Dec 14, 2020	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
NAVIS TAX LLC	n/a	n/a	n/a	N	yes	n/a
NAVIS WEALTH PRESERVATION LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$902M	$768M	8	6	1	n/a	n/a
2024	Apr 22, 2025	$541M	$541M	7	5	1	n/a	n/a
2023	Mar 28, 2024	$410M	$410M	6	5	1	n/a	n/a
2022	Mar 29, 2023	$317M	$317M	5	4	0	n/a	n/a
2021	Mar 29, 2022	$284M	$284M	5	4	0	n/a	n/a
2020	Mar 23, 2021	$267M	$267M	3	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	1	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$902M	$541M	66.9%	$317M	41.7%	8	7	1	1

Relationships

Registered with (7)

← Demetrios G LimperopoulosAdvisorregistration: current employment
Aug 14, 2026 to presentfactForm ADV
← Nicholas J ScennaAdvisorregistration: current employment
Oct 14, 2025 to presentfactForm ADV
← Jason AuerbachAdvisorregistration: current employment
Jun 15, 2024 to presentfactForm ADV
← PAUL FEGANAdvisorregistration: current employment
Apr 16, 2021 to presentfactForm ADV
← DAVID BENJAMIN BRUCKMANAdvisorregistration: current employment
Apr 16, 2021 to presentfactForm ADV
← Letizia Flavia CarlistoAdvisorregistration: current employment
Apr 16, 2021 to presentfactForm ADV
← DAVID Stanley PRICEAdvisorregistration: current employment
Mar 31, 2021 to presentfactForm ADV

Controls (6)

← FEGAN, PAUL, CHRISTIANOwnerMEMBER, ownership code D, individual
Dec 14, 2020 to Mar 28, 2024factForm ADV
← PRICE, DAVID, SOwnerMEMBER, ownership code D, individual
Dec 14, 2020 to Mar 28, 2024factForm ADV
← NAVIS WEALTH MANAGEMENT LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Dec 14, 2020 to Mar 28, 2024factForm ADV
← NAVIS WEALTH PARTNERS LLCOwnerOWNER, ownership code E, domestic entity
Dec 14, 2020 to Mar 28, 2024factForm ADV
← RRP PARTNERS LLCOwnerMEMBER, ownership code C, domestic entity
Dec 14, 2020 to Mar 28, 2024factForm ADV
← S.P.Q.R. HOLDINGS LLCOwnerMEMBER, ownership code C, domestic entity
Dec 14, 2020 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Navis Wealth Advisors Llc reported RAUM $902.2M, up 67% from $540.7M (2025-11-19 to 2026-03-31)
Form ADVobserved 6 days ago
$362M
Occurred
Apr 22, 2025
Regulatory AUM changed
Navis Wealth Advisors Llc reported RAUM $540.7M, up 32% from $409.7M (2024-03-28 to 2025-04-22)
Form ADVobserved 6 days ago
$131M
Occurred
Dec 14, 2020
Control person left
Edward Christopher Winn (Chief Compliance Officer) no longer on Schedule A of Navis Wealth Advisors Llc (listed 2020-10-06, absent 2020-12-14)
Form ADVobserved 6 days ago
Occurred
Dec 14, 2020
Control person joined
S David Price (Managing Partner) appeared on Schedule A of Navis Wealth Advisors Llc
Form ADVobserved 6 days ago
Occurred
Dec 14, 2020
Control person joined
Christian Paul Fegan (Managing Partner And Chief Compliance Officer) appeared on Schedule A of Navis Wealth Advisors Llc
Form ADVobserved 6 days ago
Occurred
Oct 6, 2020
First Form ADV filing
Apeliux Capital Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4564b8ea-644f-851f-98ad-9ede635d8b13
First observed: Oct 6, 2020
Last observed: Sep 1, 2026 20 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NAVIS WEALTH ADVISORS LLC

CRD 311171

RYE BROOK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4564b8ea-644f-851f-98ad-9ede635d8b13

Data as of Sep 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID Stanley PRICE

Certified Financial Planner

RYE BROOK, NY

yes

PAUL FEGAN

Certified Financial Planner

RYE BROOK, NY

yes

DAVID BENJAMIN BRUCKMAN

n/a

RYE BROOK, NY

yes

Letizia Flavia Carlisto

Certified Financial Planner

RYE BROOK, NY

yes

Jason Auerbach

n/a

RYE BROOK, NY | JUPITER, FL

n/a

yes

Nicholas J Scenna

n/a

RYE BROOK, NY

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FEGAN, PAUL, CHRISTIAN

Member

yes

11/2018

Dec 14, 2020

Mar 28, 2024

FEGAN, PAUL, CHRISTIAN

MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER

yes

12/2020

Dec 14, 2020

Mar 28, 2024

NAVIS WEALTH MANAGEMENT LLC

MANAGING MEMBER

yes

12/2020

Dec 14, 2020

Mar 28, 2024

NAVIS WEALTH PARTNERS LLC

Owner

yes

12/2020

Dec 14, 2020

Mar 28, 2024

PRICE, DAVID, S

MANAGING PARTNER

yes

12/2020

Dec 14, 2020

Mar 28, 2024

PRICE, DAVID, S

Member

yes

11/2018

Dec 14, 2020

Mar 28, 2024

RRP PARTNERS LLC

Member

yes

12/2020

Dec 14, 2020

Mar 28, 2024

S.P.Q.R. HOLDINGS LLC

Member

yes

12/2020

Dec 14, 2020

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NAVIS TAX LLC

n/a

yes

n/a

NAVIS WEALTH PRESERVATION LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$902M

$768M

n/a

2024

Apr 22, 2025

$541M

n/a

2023

Mar 28, 2024

$410M

n/a

2022

Mar 29, 2023

$317M

n/a

2021

Mar 29, 2022

$284M

n/a

2020

Mar 23, 2021

$267M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$902M

$541M

66.9%

$317M

41.7%