Navalign, LLC
Navalign, LLC is an SEC-registered wealth manager in Encino, CA with $731.9M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Navalign, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119919, SEC 801-66206, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $731.9M (2026-04-02)
- Firm type
- Wealth Manager
- Location
- Encino, CA
- Employees
- 10
- Clients
- 716
- CRD
- 119919
- Ownership
- CARTER, CHRISTOPHER, MATTHEW; JACOBS, DAVID, WILLIAM; STADELMAN, MATTHEW, J; RISCHALL, STEPHEN, EDWARD
How much AUM does Navalign, LLC have?
Navalign, LLC reported $731.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Navalign, LLC?
Disclosed owners and executives of Navalign, LLC include CARTER, CHRISTOPHER, MATTHEW, JACOBS, DAVID, WILLIAM, STADELMAN, MATTHEW, J, RISCHALL, STEPHEN, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.