Overview
Assets Under Management: $463 million
Headquarters: DRAPER, UT
High-Net-Worth Clients: 183
Average Client Assets: $1 million
Frequently Asked Questions
NAVIGATE PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170774), NAVIGATE PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
NAVIGATE PRIVATE WEALTH, LLC is headquartered in DRAPER, UT.
NAVIGATE PRIVATE WEALTH, LLC serves 183 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, NAVIGATE PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
NAVIGATE PRIVATE WEALTH, LLC manages $463 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, NAVIGATE PRIVATE WEALTH, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 183
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.39
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,804
Discretionary Accounts: 1,774
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 170774
Last Filing Date: 2025-02-10 00:00:00
Website: https://navpw.com