Navigate Wealth Management, LLC
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 173770
- Registered since
- September 26, 2018
- Website
- www.navigatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI79.86%
- Individuals15.21%
- Other Investment Advisers4.58%
- Corporations / Businesses0.35%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Navigate Wealth Management, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and operating since 2018. Ownership is listed as individual and the firm serves both individual and family clients as well as some institutional relationships. Its advisory offerings focus on financial planning and portfolio management for individuals and small businesses. Compensation methods are mixed: percentage of assets under management, hourly charges, fixed fees and other fee arrangements. The firm does not identify itself as a capital allocator and does not report active ESG investing, multi‑state adviser status, or pension consulting activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- US Government Bonds9%
- Exchange Traded Equities6%
- Cash & Cash Equivalents1%
- Other1%
Contacts
3 of 7
Mary Livingston
FounderCRD 5704906
Caleb Hopkins
Wealth ManagerCRD 5847819
Steven Lind
Investment Advisor RepresentativeCRD 6028410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
Jefferson
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 2850 19th St S
- Time zone
- CT (UTC-6)
- Office locations
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