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NAVIQUANT

· CRD 325236 · IAPD ↗ · naviquant.com · (503) 476-7811

$199.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — NAVIQUANT reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
April 2024 — NAVIQUANT reported RAUM up 38% ($116.7M -> $161.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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