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| Wealth Navigation LLC
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| |
|---|---|
| CRD # | 140612 |
| SEC # | 801-116880 |
| CIK # | |
| AUM | $305.2 MM (2024-03-28) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 801-335-8200 |
| Address | 1222 W Legacy Crossing Blvd Centerville, UT 84014 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 538 | 73.2 |
| (b) Individuals (high net worth individuals) | 255 | 231.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,127 | 305.2 |
| By Discretionary | ||
| Discretionary | 2,127 | 305.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,127 | 305.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.2 | |
| Total | 2,127 | 305.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wasserman Wealth Management LLC
✚
|
MI | 0.3 |
|
Kathleen S Wright Associates Inc
✚
|
PA | 0.3 |
|
Nikulski Financial Inc
✚
|
IA | 0.3 |
|
Boyd Wealth Management LLC
✚
|
CA | 0.3 |
|
Avisen Advisors LLC
✚
|
CA | 0.3 |
|
Tumwater Wealth Management LLC
✚
|
ID | 0.3 |
|
Innealta Capital LLC
✚
|
TX | 0.3 |
|
Legacy Wealth Management LLC
✚
|
ID | 0.3 |
|
Sharp Wealth Advisory LLC
✚
|
PA | 0.3 |
|
Cox Capital Management LLC
✚
|
MA | 0.3 |