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Wealth Intelligently Navigated, LLC

● SEC registered since 2026CRD 340998SEC# 801-135630Spartanburg, SC
Export (members)
Reg. AUM
—
Employees
7
Accounts
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Location
Spartanburg, SC

Wealth Intelligently Navigated, LLC assets under management

Wealth Intelligently Navigated, LLC operates as an SEC-registered investment adviser based in Spartanburg, SC. The firm has been registered since 2026. It employs 7 people.
View on SEC.gov ↗

Wealth Intelligently Navigated, LLC owners & executives

2 reported
NameTitleOwnershipSince
Anna Flasch Wolford ControlChief Compliance OfficerUnder 5%2026
Steven Wayne Tolleson ControlManaging PrincipalOver 75%2026

Frequently asked questions

How many employees does Wealth Intelligently Navigated, LLC have?

Wealth Intelligently Navigated, LLC reports 7 employees.

Where is Wealth Intelligently Navigated, LLC located?

Wealth Intelligently Navigated, LLC is based in Spartanburg, SC and has been SEC-registered since 2026.

Does Wealth Intelligently Navigated, LLC disclose fund performance?

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

Contact & registration

Address149 West Main Street, Suite B, Spartanburg, SC 29306
Phone(540) 226-1254
Office hoursBy Appointment
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo