Navitas Wealth Advisors Overview

  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Debt - PPP
  • Financing Rounds
  • 2

Navitas Wealth Advisors General Information

Description

Provider of wealth advisory services located in Ridgeland, Mississippi. The company offers services including investment advisory, wealth management and financial planning related to personal, business and legacy wealth.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Parent Company
Csenge Advisory Group
Primary Office
  • 574 Highland Colony Parkway
  • Suite 310
  • Ridgeland, MS 39157
  • United States
+1 (601) 000-0000
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Navitas Wealth Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Navitas Wealth Advisors Executive Team (1)

Name Title Board Seat Contact Info
Jason Hester Chief Executive Officer & Managing Partner
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