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⚲
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| Navigation Wealth Management Inc
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|
|---|---|
| CRD # | 282640 |
| SEC # | 801-119615 |
| CIK # | 0001839930 |
| AUM | $103.2 M (2026-03-11) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 970-672-1236 |
| Address | 2038 Caribou Drive Fort Collins, CO 80525 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Southwest Airlines Co | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 940 | 78.4 |
| (b) Individuals (high net worth individuals) | 14 | 24.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,302 | 103.2 |
| By Discretionary | ||
| Discretionary | 1,302 | 103.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,302 | 103.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.2 | |
| Total | 1,302 | 103.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001839930] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vavra Capital Management LLC
✚
|
0.1 | |
|
Millstone Financial Group Limited Liability Company
✚
|
NJ | 0.1 |
|
Carter Terry & Company Inc
✚
|
GA | 0.1 |
|
Prestige Wealth Management LLC
✚
|
CO | 0.1 |
|
Alamo Capital
✚
|
CA | 0.1 |
|
Networth Asset Management Inc
✚
|
0.1 | |
|
UHY Wealth Management RIA LLC
✚
|
MI | 0.1 |
|
Victory Asset Management Co Inc
✚
|
NJ | 0.1 |
|
Secure Retirement Financial & Insurance Services Corp
✚
|
CA | 0.1 |
|
Apforia Ltd
✚
|
VA | 0.1 |