Naviquant
Naviquant is an SEC-registered wealth manager with $199.3M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Naviquant: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325236, SEC 801-127544, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $199.3M (2026-06-15)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 181
- CRD
- 325236
- Ownership
- SERVIGNAT, JOCELYN, PIERRE ANDRE; COLEMAN, RYAN, JOSEPH; SERVIGNAT, JOCELYN; Coleman, Ryan
How much AUM does Naviquant have?
Naviquant reported $199.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Naviquant?
Disclosed owners and executives of Naviquant include SERVIGNAT, JOCELYN, PIERRE ANDRE, COLEMAN, RYAN, JOSEPH, SERVIGNAT, JOCELYN, Coleman, Ryan. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.