Navigation Wealth Management

RIASEC Registered

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, privately owned RIA that is registered with the SEC (registered in 2020). The firm serves both individual and family clients as well as institutional accounts and positions itself as an asset allocator that combines financial planning and discretionary portfolio management with access to third‑party managers. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational workshops. The firm uses a mix of fee approaches — percentage of assets under management, hourly and fixed fees, and other fee arrangements — and does not identify as an active ESG investor. Navigation Wealth Management has been recognized in industry press; it was listed among Top RIA Firms by FA Magazine in 2020.