1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NAVIGATE WEALTH MANAGEMENT, LLC

Map pinBIRMINGHAM, AL
Phone205-224-9500
NotebookSEC #801-114048
Total AUM
$429.6M
Employees
8
Clients
274

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2850 19TH STREET SOUTH
SUITE 350
BIRMINGHAM
AL 35209
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
205-224-9500
Other Offices
2

ReceiptFinancials

Total AUM
$429.6M
Accounts
873
Discretionary
$429.6M
Accounts
873
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
140
AUM
$65.3M
HNW Individual Clients
131
AUM
$343.1M
Investment Advisor Clients
1
AUM
$19.7M
Corporation or Business Clients
2
AUM
$1.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUBADVISER FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
ALLAMSTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account