Nav Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nav Wealth Partners provides portfolio management and financial planning to individuals — including high‑net‑worth clients — and charitable organizations. The firm delivers ongoing advisory services on both a discretionary and non‑discretionary basis and documents client objectives and risk tolerances through Investment Policy Statements.
The firm’s investment process combines fundamental analysis and modern portfolio theory to build diversified portfolios aligned with each client’s IPS. Investment strategies include long‑term equity and fixed‑income allocations and the use of options strategies (including covered and uncovered positions and spreads), and the brochure notes that options trading carries heightened risk.
Nav Wealth Partners is notable among similar supported firms for acting as the portfolio manager of a wrap fee program and for having a supervised person who is a licensed insurance agent and participant on an insurance platform, arrangements the brochure discloses as potential conflicts of interest. The firm operates as a small supported advisory practice managing roughly $38 million across about 55 client relationships and requires clients to use specified custodians rather than leaving broker selection fully to client choice.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fee of $3,500
$1 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Financial planning may also be charged as a monthly fee
Main office
409 Broad Street Ste. 130
Sewickley PA 15143
Advisors at this office
2
Most active in
Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Ryan K
CFP®, Series 66
Sewickley, PA
Nav Wealth Partners
Ryan Knoll is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Nav Wealth Partners since 2024. He previously worked at Ameriprise Financial Services LLC and PNC Investments, LLC. Knoll is also a licensed insurance agent. Nav Wealth Partners provides portfolio management and financial planning services to individuals, including high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental analysis and modern portfolio theory to create diversified portfolios aligned with client investment policy statements.
Alexander G
CFP®
Sewickley, PA
Nav Wealth Partners
Alexander Gough is a CFP® professional with over eight years of industry experience. He has worked at Nav Wealth Partners since 2026 and previously spent seven years at Allegheny Financial Group. Prior to his advisory roles, he was employed at Robert Morris University for three years. Nav Wealth Partners provides portfolio management and financial planning services to individuals, including high-net-worth clients, and charitable organizations. The firm combines fundamental analysis and modern portfolio theory to construct diversified portfolios tailored to clients' investment policy statements.
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