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NAVIGATE PRIVATE WEALTH, LLC

CRD 170774 · SEC 801-79648

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12012 SOUTH 700 EAST, SUITE 100, DRAPER, UT, 84020, United States

Phone

801-676-4588

Fax

801-676-4565

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$529.2M

Discretionary AUM

$526.9M

Team

11 total employees; 7 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingESTATE PLANNING & CONSULTING

Client types

TypeClientsAUM
Individuals1713$243.9M
High net worth individuals216$285.4M

States served

AZ, CA, CO, GA, ID, NV, UT, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD