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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Navigation LLC
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| CRD # | 140612 |
| SEC # | 801-116880 |
| CIK # | |
| AUM | $367.3 M (2025-03-27) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 801-335-8200 |
| Address | 1222 W Legacy Crossing Blvd Centerville, UT 84014 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 523 | 57.2 |
| (b) Individuals (high net worth individuals) | 241 | 247.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 57.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,258 | 367.3 |
| By Discretionary | ||
| Discretionary | 2,258 | 367.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,258 | 367.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 367.3 | |
| Total | 2,258 | 367.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Steadmont Advisors LLC
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|
AL | 0.4 |
|
Digital Wealth Partners LLC
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|
0.4 | |
|
Schorn Wealth LLC
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|
FL | 0.4 |
|
PFS Partners LLC
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|
NJ | 0.4 |
|
55 North Private Wealth LLC
✚
|
FL | 0.4 |
|
DEW Point Capital Inc
✚
|
CA | 0.4 |
|
Robinswood Financial LLC
✚
|
WA | 0.4 |
|
Congress Park Capital LLC
✚
|
NY | 0.4 |
|
Financial Consultants & Advisory Corporation
✚
|
IN | 0.4 |
|
Exeter Financial LLC
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|
AZ | 0.4 |