NAVIGATE PRIVATE WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$529,228,207
Discretionary
$526,937,874
Non-discretionary
$2,290,333
Firm details
- CRD number
- 170774
- SEC file number
- 801-79648
- Main office
- DRAPER, UT, United States
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.