WEALTH INTELLIGENTLY NAVIGATED, LLC
SEC Form ADV profile.
Total regulatory AUM
$532,920,068
Discretionary
$530,330,000
Non-discretionary
$2,590,068
Firm details
- CRD number
- 340998
- SEC file number
- 801-135630
- Main office
- GREER, SC, United States
- Employees
- 7
- SEC status
- 120-Day Approval
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.