| Name | Title | Ownership | Since |
|---|---|---|---|
| David Scott Bunnell Control | Managing Member And Chief Compliance Officer | 10-25% | 2014 |
| Navigate Holdings LLC Control | Managing Member | Over 75% | 2023 |
| David Scott Bunnell Control | Managing Member | 25-50% | 2023 |
Navigate Private Wealth, LLC reports $462.6 million in regulatory assets under management on its Form ADV.
Navigate Private Wealth, LLC reports 12 employees.
Navigate Private Wealth, LLC is based in Draper, UT and has been SEC-registered since 2014.
Navigate Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 12012 South 700 East, Suite 100, Draper, UT 84020 |
| Phone | 801-676-4588 |
| Fax | 801-676-4565 |
| Office hours | 8a.m. - 5p.m. (Mst) |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1665606 |
| Discloses disciplinary history | No |
| Discretionary | $461M |
| Non-discretionary | $1.5M |
| Total (RAUM) | $462.6M |