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NAVIGATION WEALTH MANAGEMENT

FORT COLLINS, CO · CRD 282640 · IAPD ↗ · 970-672-1236

$103.2MRegulatory AUM
8Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — NAVIGATION WEALTH MANAGEMENT shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
December 2025 — NAVIGATION WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
September 2024 — NAVIGATION WEALTH MANAGEMENT notice-filed in CA, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
February 2024 — NAVIGATION WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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