NAVIGATE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$429,568,664
Discretionary
$429,568,664
Non-discretionary
$0
Firm details
- CRD number
- 173770
- SEC file number
- 801-114048
- Main office
- BIRMINGHAM, AL, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.