Navitas Wealth Advisors Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Navitas Wealth Advisors

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Navitas Wealth Advisors Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52392 Portfolio Management
Address	574 Highland Colony Parkway Suite 310 Ridgeland, MS 39157

Note: Revenues for privately held companies are statistical evaluations.


Navitas Wealth Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Navitas Wealth Advisors's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Navitas Wealth Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Navitas Wealth Advisors Annual Revenue and Growth Rate

Navitas Wealth Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Navitas Wealth Advisors's revenues are gauged from an analysis of company filings.

Navitas Wealth Advisors's Income Statement (based on Industry Averages)

Navitas Wealth Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Navitas Wealth Advisors is developing and marketing. Navitas Wealth Advisors doesn't have any recent trademark applications, indicating Navitas Wealth Advisors is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
NAVITAS Investment advisory and financial consultation services, using a holistic approach to service financial needs, namely, estate planning and financial asset management consultation	08/03/2011

See all trademarks and details in the Full Report.

Market Share of Navitas Wealth Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Navitas Wealth Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Navitas Wealth Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
DYATECH	Ridgeland, MS	100
NAVITAS WEALTH ADVISORS	Ridgeland, MS	31
BARKSDALE MANAGEMENT	Ridgeland, MS	26
SMITH SHELLNUT WILSON	Ridgeland, MS	20
ELEMENT WEALTH	Ridgeland, MS	14
PINNACLE WEALTH	Ridgeland, MS	13

Future Competition: Navitas Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as Navitas Wealth Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)