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Navigation Wealth Management, Inc.

● SEC registered since 2020CRD 282640SEC# 801-119615Fort Collins, CO
Export (members)
Reg. AUM
$127.7M
Employees
11
Accounts
1,470
Location
Fort Collins, CO

Navigation Wealth Management, Inc. assets under management

Navigation Wealth Management, Inc. is an SEC-registered investment adviser based in Fort Collins, CO. The firm has been registered since 2020. It reports $127.7 million in regulatory assets under management and employs 11 people.
facebook.com/navigationwealthmanagementView on SEC.gov ↗

Navigation Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Adam Edward Brunin ControlPresident/Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Navigation Wealth Management, Inc. manage?

Navigation Wealth Management, Inc. reports $127.7 million in regulatory assets under management on its Form ADV.

How many employees does Navigation Wealth Management, Inc. have?

Navigation Wealth Management, Inc. reports 11 employees.

Where is Navigation Wealth Management, Inc. located?

Navigation Wealth Management, Inc. is based in Fort Collins, CO and has been SEC-registered since 2020.

Does Navigation Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address2038 Caribou Drive, Suite 100, Fort Collins, CO 80525
Phone970-672-1236
Fax970-672-1236
Office hours5-Sep
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$127.7M
Non-discretionary$0
Total (RAUM)$127.7M