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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Navigate Private Wealth LLC
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| CRD # | 170774 |
| SEC # | 801-79648 |
| CIK # | 0001665606 |
| AUM | $462.6 M (2025-02-10) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 801-676-4588 |
| Address | 12012 South 700 East Draper, UT 84020 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,621 | 220.2 |
| (b) Individuals (high net worth individuals) | 183 | 242.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,804 | 462.6 |
| By Discretionary | ||
| Discretionary | 1,774 | 461.0 |
| Non-Discretionary | 30 | 1.5 |
| Total | 1,804 | 462.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 462.6 | |
| Total | 1,804 | 462.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Orin Green Financial LLC
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|
CA | 0.5 |
|
Tri-Ad Capital Management I LLC
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|
CA | 0.5 |
|
Blake Schutter Theil Wealth Advisors LLC
✚
|
OH | 0.5 |
|
Accountants Proprietary Financial Servicenet Inc
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|
NY | 0.5 |
|
Prism Advisors Inc
✚
|
CA | 0.5 |
|
Autopilot Advisers LLC
✚
|
NY | 0.5 |
|
Oakwell Private Wealth Management LLC
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|
TX | 0.5 |
|
Aquire Wealth Advisors LLC
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|
UT | 0.5 |
|
Lifemark Securities Corp
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|
NY | 0.5 |
|
Pinnacle Wealth Advisors Inc
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|
OR | 0.5 |