NAVIGATE WEALTH MANAGEMENT, LLC

One Independence Plaza
Suite 816
Birmingham, Alabama 35209
Tel: 205-224-9500

About NAVIGATE WEALTH MANAGEMENT, LLC

NAVIGATE WEALTH MANAGEMENT, LLC, formally registered with the SEC as NAVIGATE WEALTH MANAGEMENT, LLC. The firm was established in 09/26/2018. They have over 3 offices throughout the country.

NAVIGATE WEALTH MANAGEMENT, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $294,469,433 assets under management, offering retirement planning & investment advisory services to 679 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173770
SEC#	801-114048
Assets Managed by Firm	$294,469,433
No. of Clients	679
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SUBADVISER FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	679	$294,469,433
Individuals (other than high net worth individuals)	119	$42,580,499
High net worth individuals	111	$251,582,729
Corporations or other businesses	Fewer than 5 clients	$306,205

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REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42
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