Navigate Private Wealth, LLC

Overview

Navigate Private Wealth, LLC is an independent, SEC-registered advisory firm organized as an LLC and operating since 2014. The firm focuses on individual and family clients and combines financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting with insurance brokerage capabilities. Navigate does not position itself as a capital allocator or multi-state adviser and identifies as not actively pursuing ESG-focused investing. The firm uses a mixed fee model that includes asset-based fees, hourly billing, and fixed fees. Its regulatory profile and disclosed activities also show involvement in sponsor/manager roles — listed affiliations include acting as an accountant and sponsor, and serving as a general partner or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives