Navigate Private Wealth, LLC is a large advisory firm based in Draper. It manages $306.67 million of regulatory assets for 2,118 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, Colorado, and 9 other states.
Navigate Private Wealth provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and estate planning & consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Navigate Private Wealth, LLC is $306.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Navigate Private Wealth, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Navigate Private Wealth is individuals with 2,086 clients and $241.54 million of assets under management. Among the 10 most similar advisory firms, Navigate Private Wealth has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $306.67 million for 2,118 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Navigate Private Wealth doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 13 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Navigate Private Wealth, LLC performs its advisory services is located at 12012 South 700 East, Draper, UT 84020, which is also the mailing address of the firm. An additional office of the firm is in Layton, UT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 801-676-4588 or by fax 801-676-4565. The normal business hours are 8am - 5pm (mst) on Monday - Friday. You can find more information about the New York firm at navigateprivatewealth.com.