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| Navigate Private Wealth LLC
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|
|---|---|
| CRD # | 170774 |
| SEC # | 801-79648 |
| CIK # | 0002127791, 0001665606 |
| AUM | $529.2 M (2026-03-10) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 801-676-4588 |
| Address | 12012 South 700 East Draper, UT 84020 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.0 | ||
| Procter & Gamble Co | 1.8 | ||
| Microsoft Corp | 1.7 | ||
| Southern Co | 1.0 | ||
| Honeywell International Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,713 | 243.9 |
| (b) Individuals (high net worth individuals) | 216 | 285.4 |
| (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 | 0.0 |
| (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 | 1,929 | 529.2 |
| By Discretionary | ||
| Discretionary | 1,893 | 526.9 |
| Non-Discretionary | 36 | 2.3 |
| Total | 1,929 | 529.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 529.2 | |
| Total | 1,929 | 529.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002127791] |
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|---|---|---|
|
Santa Barbara Mgmt LLC
✚
|
IL | 0.5 |
|
Matheson & Rock Wealth Management LLC
✚
|
IA | 0.5 |
|
Yarger Wealth Strategies LLC
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|
OH | 0.5 |
|
Barrett & Company Inc
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|
RI | 0.5 |
|
Mindful Asset Planning LLC
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|
MN | 0.5 |
|
Benefit Fiduciary Group LLC
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|
VA | 0.5 |
|
COWA LLC
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|
OK | 0.5 |
|
Orin Green Financial LLC
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|
CA | 0.5 |
|
Measured Wealth Private Client Group LLC
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|
NH | 0.5 |
|
BCR Wealth Strategies LLC
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|
AL | 0.5 |