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NAVIGATE WEALTH MANAGEMENT, LLC
CRD 173770 · SEC 801-114048
2850 19TH STREET SOUTH, SUITE 350, BIRMINGHAM, AL, 35209, United States
Phone
205-224-9500
Fax
205-224-3464
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$429.6M
Discretionary AUM
$429.6M
Team
8 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; SUBADVISER FEE
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $65.3M |
| High net worth individuals | 131 | $343.1M |
| Other investment advisers | 1 | $19.7M |
| Corporations/business entities | 2 | $1.5M |
States served
AL, LA, MS, TN, TX
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/ABEONAWEALTH/
- HTTPS://WWW.INSTAGRAM.COM/ABEONAWEALTH/
- HTTPS://WWW.NAVIGATEWEALTH.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/NAVIGATE-WEALTH-MANAGEMENT/
- HTTPS://ABEONAWEALTH.COM/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/ABEONA-WEALTH/
- HTTPS://STONEBRIDGE-ADVISORS.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/STONEBRIDGE-ADVISORS-TEAM/
- HTTPS://WWW.FACEBOOK.COM/PEOPLE/STONEBRIDGE-ADVISORS/61587641571465/
Official SEC filing: View on IAPD