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Navigate Wealth Management, LLC

● SEC registered since 2018CRD 173770SEC# 801-114048Birmingham, AL
Export (members)
Reg. AUM
$354.6M
Employees
8
Accounts
776
Location
Birmingham, AL

Navigate Wealth Management, LLC assets under management

Navigate Wealth Management, LLC operates as an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2018. It reports $354.6 million in regulatory assets under management and employs 8 people.
www.facebook.com/abeonawealthView on SEC.gov ↗

Navigate Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Caleb Ryan Hopkins ControlPrincipal50-75%2014
Carl Johan Grahs ControlPrincipal & Chief Compliance Officer50-75%2014

Frequently asked questions

How much does Navigate Wealth Management, LLC manage?

Navigate Wealth Management, LLC reports $354.6 million in regulatory assets under management on its Form ADV.

How many employees does Navigate Wealth Management, LLC have?

Navigate Wealth Management, LLC reports 8 employees.

Where is Navigate Wealth Management, LLC located?

Navigate Wealth Management, LLC is based in Birmingham, AL and has been SEC-registered since 2018.

Does Navigate Wealth Management, LLC disclose fund performance?

Navigate Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Independence Plaza, Suite 816, Birmingham, AL 35209
Phone205-224-9500
Fax205-224-3464
Office hours8:00a.m.-5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$354.6M
Non-discretionary$0
Total (RAUM)$354.6M