|
⚲
|
| Naviant Partners LLC
✚
|
|
|---|---|
| CRD # | 339108 |
| SEC # | 801-134802 |
| CIK # | |
| AUM | $177.3 M (2026-03-23) |
| Employees | 11 (18% Investors, 0% Brokers) |
| Phone | 251-725-9977 |
| Address | 314 Magnolia Avenue Fairhope, AL 36532 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 22.7 |
| (b) Individuals (high net worth individuals) | 57 | 152.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 443 | 177.3 |
| By Discretionary | ||
| Discretionary | 443 | 177.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 443 | 177.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.3 | |
| Total | 443 | 177.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Silicon Private Wealth LLC
✚
|
0.2 | |
|
Rochester Wealth Strategies LLC
✚
|
MI | 0.2 |
|
Gasber Financial Advisors Inc
✚
|
CA | 0.2 |
|
HOFF Brothers LLC
✚
|
WI | 0.2 |
|
Hollingsworth Avent Averre & Purvis PA
✚
|
NC | 0.2 |
|
Silverpeak Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Periope LC
✚
|
UT | 0.2 |
|
Marathon Mission Inc
✚
|
NY | 0.2 |
|
HTAA LLC
✚
|
IL | 0.2 |
|
DMC Group LLC
✚
|
AL | 0.2 |