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OAK LANE ADVISORS
WEALTH NAVIGATION, LLC
CRD 140612 · SEC 801-116880
1222 W. LEGACY CROSSING BLVD, SUITE 6, CENTERVILLE, UT, 84014, United States
Phone
801-335-8200
Fax
801-299-3414
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$446.3M
Discretionary AUM
$446.2M
Team
12 total employees; 8 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 639 | $70.1M |
| High net worth individuals | 259 | $302.6M |
| Pension/profit sharing plans | 27 | $68.3M |
| Corporations/business entities | 7 | $5.3M |
States served
AZ, CA, CO, ID, MT, NV, OR, UT, WY, WA, TX
All web addresses on file
- https://www.facebook.com/OakLaneWealth
- https://www.facebook.com/EdgeFinancialAdvisors
- https://www.facebook.com/wealthnavigation
- https://x.com/WealthNav
- HTTPS://WWW.OAKLANEWEALTH.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/WEALTH-NAVIGATION-LLC/
- HTTPS://WWW.EDGEFINANCIALADVISORS.COM
- https://www.instagram.com/oaklanewealth
- https://www.linkedin.com/company/edgefinancial
- https://www.linkedin.com/company/oak-lane-advisors/
Official SEC filing: View on IAPD