Navigation Wealth Management

RIASEC RegisteredEst. 2020

Total AUM

$103M

Discretionary

$103M

100% of AUM

Avg account

$79.2K

Accounts

1,302

Employees

Advisory reps

Firm details

Headquarters: Fort Collins, Colorado
CRD number: 282640
Registered since: October 26, 2020
Website: www.navwm.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals75.94%
HNWI23.55%
Corporations / Businesses0.41%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Navigation Wealth Management is an independent, owner-led registered investment adviser that began SEC registration in 2020. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that combines financial planning with discretionary portfolio management. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection, plus client education through seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly, fixed-fee and other structures. Navigation Wealth Management was named a Top RIA Firm by FA Magazine in 2020.