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| Navigate Wealth Management LLC
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|
|---|---|
| CRD # | 173770 |
| SEC # | 801-114048 |
| CIK # | 0001665606 |
| AUM | $354.6 M (2025-03-21) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 205-224-9500 |
| Address | One Independence Plaza Birmingham, AL 35209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 51.9 |
| (b) Individuals (high net worth individuals) | 129 | 302.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 776 | 354.6 |
| By Discretionary | ||
| Discretionary | 776 | 354.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 776 | 354.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 354.6 | |
| Total | 776 | 354.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trinity Wealth Management LLC
✚
|
OH | 0.4 |
|
Legacy CG LLC
✚
|
TX | 0.4 |
|
Intrepid Financial Planning Group LLC
✚
|
IN | 0.4 |
|
Seabird Financial Corporation
✚
|
CA | 0.4 |
|
Exchange Place Advisors LLC
✚
|
MA | 0.4 |
|
Dougherty & Associates Financial Advisors Inc
✚
|
MN | 0.4 |
|
Peak Wealth Management LLC
✚
|
NY | 0.4 |
|
Nexus338 LLC
✚
|
MD | 0.4 |
|
SGL Investment Advisors Inc
✚
|
MT | 0.4 |
|
Rational Investment Management LLC
✚
|
0.4 |