Navigate Wealth Management, LLC
Navigate Wealth Management, LLC is an SEC-registered wealth manager in Birmingham, AL with $429.6M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Navigate Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173770, SEC 801-114048, data through 2026-04-06.
- AUM (assets under management / regulatory AUM)
- $429.6M (2026-04-06)
- Firm type
- Wealth Manager
- Location
- Birmingham, AL
- Employees
- 8
- Clients
- 273
- CRD
- 173770
- Ownership
- GRAHS, CARL, JOHAN; HOPKINS, CALEB, RYAN
How much AUM does Navigate Wealth Management, LLC have?
Navigate Wealth Management, LLC reported $429.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-06).
Who owns Navigate Wealth Management, LLC?
Disclosed owners and executives of Navigate Wealth Management, LLC include GRAHS, CARL, JOHAN, HOPKINS, CALEB, RYAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.