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NAVIGATION WEALTH MANAGEMENT
NAVIGATION WEALTH MANAGEMENT, INC.
CRD 282640 · SEC 801-119615
2038 CARIBOU DRIVE, SUITE 100, FORT COLLINS, CO, 80525, United States
Phone
970-672-1236
Fax
970-672-1236
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$103.2M
Discretionary AUM
$103.2M
Team
8 total employees; 8 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 940 | $78.4M |
| High net worth individuals | 14 | $24.3M |
| Charitable organizations | 1 | $98K |
| Corporations/business entities | 7 | $427K |
States served
AZ, CA, CO, ID, KS, NM, WY, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD