Navigate Private Wealth, LLC
Navigate Private Wealth, LLC is an SEC-registered mass-market adviser in Draper, UT with $529.2M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Navigate Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170774, SEC 801-79648, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $529.2M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Draper, UT
- Employees
- 11
- Clients
- 1,929
- CRD
- 170774
- Ownership
- EATON, DAVID, KING; BUNNELL, DAVID, SCOTT; FORD, JERRY, LYNN; BURGON, MARK, HAROLD; HOLBROOK, PAUL, BRYSON
How much AUM does Navigate Private Wealth, LLC have?
Navigate Private Wealth, LLC reported $529.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Navigate Private Wealth, LLC?
Disclosed owners and executives of Navigate Private Wealth, LLC include EATON, DAVID, KING, BUNNELL, DAVID, SCOTT, FORD, JERRY, LYNN, BURGON, MARK, HAROLD, HOLBROOK, PAUL, BRYSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.