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Building 2NAVIGATE PRIVATE WEALTH, LLC

Map pinDRAPER, UT
Phone801-676-4588
NotebookSEC #801-79648
Total AUM
$529.2M
Employees
11
Clients
1,929

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12012 SOUTH 700 EAST
SUITE 100
DRAPER
UT 84020
United States
Operating Hours
8AM - 5PM (MST)
Monday - Friday
Phone
801-676-4588
Other Offices
2

ReceiptFinancials

Total AUM
$529.2M
Accounts
1,929
Discretionary
$526.9M
Accounts
1,893
Non-Discretionary
$2.3M
Accounts
36

ContactClients

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Individual Clients
1,713
AUM
$243.9M
HNW Individual Clients
216
AUM
$285.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ESTATE PLANNING & CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIDNHNVTXUTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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