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 Registered Investment Adviser that acts as a capital allocator for both individuals/families and institutional clients. The firm offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting-related services, selection of other advisers, and educational workshops. Its fee arrangements are flexible—percentage of AUM, hourly, fixed fees and other structures—allowing tailored engagements across client types. Navigation Wealth Management is not positioned as an ESG-focused investor. Investment activity shows a clear preference for pooled public vehicles—mutual funds and ETFs—backed by selective use of third-party alternative managers. The firm’s 13F filings point to a strong ETF emphasis at the equity sleeve, while the adviser’s capital allocator role supports direct allocations to real assets and energy-related alternative strategies. Navigation Wealth Management was named a Top RIA Firm by FA Magazine in 2020.