NAVIGATE PRIVATE WEALTH, LLC

12012 South 700 East
Suite 100
Draper, Utah 84020
Tel: 801-676-4588

About NAVIGATE PRIVATE WEALTH, LLC

NAVIGATE PRIVATE WEALTH, LLC, formally registered with the SEC as NAVIGATE PRIVATE WEALTH, LLC. The firm was established in 05/02/2014. They have over 3 offices throughout the country.

NAVIGATE PRIVATE WEALTH, LLC is a Draper, Utah based Financial Planning firm with nearly $462,565,254 assets under management, offering retirement planning & investment advisory services to 1804 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170774
SEC#	801-79648
Assets Managed by Firm	$462,565,254
No. of Clients	1804
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (ESTATE PLANNING & CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1804	$462,565,254
Individuals (other than high net worth individuals)	1621	$220,214,144
High net worth individuals	183	$242,351,110

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