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| Navigate Private Wealth LLC
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| |
|---|---|
| CRD # | 170774 |
| SEC # | 801-79648 |
| CIK # | 0001665606 |
| AUM | $395.2 MM (2024-01-25) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Phone | 801-676-4588 |
| Address | 12012 South 700 East Draper, UT 84020 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,573 | 208.3 |
| (b) Individuals (high net worth individuals) | 118 | 186.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,691 | 395.2 |
| By Discretionary | ||
| Discretionary | 1,691 | 395.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,691 | 395.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 395.2 | |
| Total | 1,691 | 395.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Richards Merrill & Peterson Inc
✚
|
WA | 0.4 |
|
Gold Investment Management Ltd
✚
|
0.4 | |
|
First City Capital Management Inc
✚
|
GA | 0.4 |
|
Enrich Financial Partners LLC
✚
|
WI | 0.4 |
|
Concorde Asset Management LLC
✚
|
MI | 0.4 |
|
Sierra Ocean LLC
✚
|
CA | 0.4 |
|
Silver Coast Investments LLC
✚
|
CA | 0.4 |
|
North Shore Private Asset Management LLC
✚
|
IL | 0.4 |
|
SMH Capital Advisors LLC
✚
|
TX | 0.4 |
|
PhD Consulting LLC
✚
|
KS | 0.4 |