NAVITAS WEALTH ADVISORS, INC.
SEC file number 801-58209
· SAN FRANCISCO, CA
https://navitas.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$98.2M
Discretionary AUM
$98.2M
Employees
—
Clients
—
Firm
- Address
- 100 MONTGOMERY ST. SUITE 1235
SAN FRANCISCO, CA 94104 - Phone
- —
- Website
- https://navitas.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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- Wealth Advisors Feeder Fund I, L.P. Medium name-match confidence · CIK 1771889 · IL
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Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 27, 2026
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FourStar Wealth Advisors, LLC · D · May 14, 2025
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Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 28, 2025