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Home > Retirement Planners > utah > draper > NAVIGATE PRIVATE WEALTH, LLC
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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