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WEALTH INTELLIGENTLY NAVIGATED, LLC

GREER, SC · CRD 340998 · IAPD ↗ · (864) 375-4031

$532.9MRegulatory AUM
7Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

48
October 2026 — WEALTH INTELLIGENTLY NAVIGATED, LLC moved its main office from SPARTANBURG, SC to GREER, SC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
August 2026 — WEALTH INTELLIGENTLY NAVIGATED, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
August 2026 — WEALTH INTELLIGENTLY NAVIGATED, 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
73
August 2026 — WEALTH INTELLIGENTLY NAVIGATED, LLC grew from 2 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
April 2026 — WEALTH INTELLIGENTLY NAVIGATED, LLC (SPARTANBURG, SC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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