RIA Intel›Advisers›Utah›NAVIGATE PRIVATE WEALTH, LLC

NAVIGATE PRIVATE WEALTH, LLC

Advisory

N·DRAPER, UT

Data as of Jan 21, 2026 · Source: SEC Form ADV

Total AUM
$529M
1-Year AUM Growth
+16.6%
3-Year CAGR
-5.2%
Employees
7
Assets Under Management
Total AUM$529M
Discretionary AUM$527M
Non-Discretionary AUM$2M
Discretionary %99.6%
Total Clients1,929
Team
Total Employees7
Investment Advisers11
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record32
First FilingApr 16, 2014
Latest FilingJan 21, 2026
🔒 Full AUM trend chart and 32 historical filings spanning 12+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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