|
⚲
|
| Keyboard |
| Navigate Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 173770 |
| SEC # | 801-114048 |
| CIK # | 0002127791, 0001665606 |
| AUM | 429.6 M (2026-04-06) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 205-224-9500 |
| Address | 2850 19th Street South Birmingham, AL 35209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| 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) | 140 | 65.3 |
| (b) Individuals (high net worth individuals) | 131 | 343.1 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 19.7 |
| (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 | 2 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 873 | 429.6 |
| By Discretionary | ||
| Discretionary | 873 | 429.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 873 | 429.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 429.6 | |
| Total | 873 | 429.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002127791] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brandon Financial Planning Inc
✚
|
TN | 434.9 M |
|
Greenbridge Partners LLC
✚
|
FL | 433.1 M |
|
Steadmont Advisors LLC
✚
|
AL | 430.7 M |
|
Benchmark Wealth Management LLC
✚
|
CT | 430.0 M |
|
Socha Financial Group LLC
✚
|
NY | 430.0 M |
|
Compass Financial Group Inc
✚
|
FL | 429.7 M |
|
LEGA Z Advisory LLC
✚
|
428.4 M | |
|
Legacy Bridge LLC
✚
|
IA | 425.8 M |
|
Stonehearth Capital Management LLC
✚
|
MA | 425.4 M |
|
Gamma Asset Management LLC
✚
|
PR | 424.8 M |