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NAVIGATE PRIVATE WEALTH, LLC

DRAPER, UT · CRD 170774 · IAPD ↗ · navigateprivatewealth.com · 801-676-4588

$529.2MRegulatory AUM
7Advisory reps
11Employees
0Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — NAVIGATE PRIVATE WEALTH, LLC crossed $500M in regulatory AUM ($462.6M -> $529.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
March 2025 — NAVIGATE PRIVATE WEALTH, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
February 2024 — NAVIGATE PRIVATE WEALTH, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2024 — NAVIGATE PRIVATE WEALTH, LLC shrank from 11 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.