Navigation Wealth Management
Navigation Wealth Management is an SEC-registered mass-market adviser in Fort Collins, CO with $103.2M assets under management (AUM, regulatory AUM), -19% over one year. See who owns Navigation Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282640, SEC 801-119615, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $103.2M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Fort Collins, CO
- Employees
- 8
- Clients
- 962
- CRD
- 282640
- Ownership
- BRUNIN, ADAM, EDWARD
How much AUM does Navigation Wealth Management have?
Navigation Wealth Management reported $103.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Navigation Wealth Management?
Disclosed owners and executives of Navigation Wealth Management include BRUNIN, ADAM, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.