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Wealth Navigation, LLC

● SEC registered since 2019CRD 140612SEC# 801-116880Centerville, UT
Export (members)
Reg. AUM
$367.3M
Employees
12
Accounts
2,258
Location
Centerville, UT

Wealth Navigation, LLC assets under management

Wealth Navigation, LLC is an SEC-registered investment adviser based in Centerville, UT. The firm has been registered since 2019. It reports $367.3 million in regulatory assets under management and employs 12 people.
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Wealth Navigation, LLC owners & executives

6 reported
NameTitleOwnershipSince
Adam Craig Fisher ControlManaging PartnerUnder 5%2006
Michael Scott JonesChief Operating Officer / Chief Compliance OfficerUnder 5%2017
Wn Holdings, LLC ControlMemberOver 75%2008
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Frequently asked questions

How much does Wealth Navigation, LLC manage?

Wealth Navigation, LLC reports $367.3 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Navigation, LLC have?

Wealth Navigation, LLC reports 12 employees.

Where is Wealth Navigation, LLC located?

Wealth Navigation, LLC is based in Centerville, UT and has been SEC-registered since 2019.

Does Wealth Navigation, LLC disclose fund performance?

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

Contact & registration

Address1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT 84014
Phone801-335-8200
Fax801-299-3414
Office hours8:00a.m. To 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$367.3M
Non-discretionary$0
Total (RAUM)$367.3M