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| Wealth Navigation LLC
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|---|---|
| CRD # | 140612 |
| SEC # | 801-116880 |
| CIK # | |
| AUM | 446.3 M (2026-03-30) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 801-335-8200 |
| Address | 1222 W Legacy Crossing Blvd Centerville, UT 84014 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 639 | 70.1 |
| (b) Individuals (high net worth individuals) | 259 | 302.6 |
| (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 | 27 | 68.3 |
| (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 | 7 | 5.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,533 | 446.3 |
| By Discretionary | ||
| Discretionary | 2,532 | 446.2 |
| Non-Discretionary | 1 | 0.1 |
| Total | 2,533 | 446.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 446.3 | |
| Total | 2,533 | 446.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Flagship Private Wealth LLC
✚
|
MA | 447.2 M |
|
Stephenson and Company Inc
✚
|
CA | 447.0 M |
|
Leslie Global Wealth LLC
✚
|
IL | 446.8 M |
|
United Advisors America Corporation
✚
|
TX | 446.5 M |
|
L K Benson & Company PC
✚
|
MD | 446.2 M |
|
Peak Wealth Management LLC
✚
|
MI | 446.0 M |
|
Roberts Wealth Advisors LLC
✚
|
CA | 446.0 M |
|
Maxim Financial Advisors LLC
✚
|
NY | 445.5 M |
|
Newton One Investments LLC
✚
|
DE | 445.5 M |
|
Spectrum Wealth Advisory Group LLC
✚
|
CA | 445.4 M |