NAVIGATE PRIVATE WEALTH, LLC
Adviser information for NAVIGATE PRIVATE WEALTH, LLC last updated from Form ADV on January 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Utah, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,691 | $395.2M |
| Non-Discretionary | 0 | $0 |
| Total | 1,691 | $395.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,573 | $208.3M |
| HNW Individuals | 118 | $186.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesESTATE PLANNING & CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Principal Office
12012 SOUTH 700 EASTSUITE 100
DRAPER
UT
United States
Monday - Friday, 8AM - 5PM (MST)
Tel: 801-676-4588, Fax: 801-676-4565
Websites
www.linkedin.com/in/rileyhendrickson13
www.linkedin.com/in/mark-burgon-cfp-crpc-7139b95
www.navigateprivatewealth.com
www.youtube.com/@navigateprivatewealth
www.linkedin.com/in/scott-bunnell-687838a9
www.linkedin.com/in/spencercaziercfp?trk=org-employees
www.linkedin.com/in/stephen-smith-975a4991?challengeid=aqf6w28putodggaaay0alxqtriy8d1eyudvr0jdfcnre9upoaepufo-p9hwoypr2w
Chief Compliance Officer
D. SCOTT BUNNELL
MANAGING MEMBER & FINANCIAL ADVISOR
12012 SOUTH 700 EAST
SUITE 100
DRAPER
UT
United States
Tel:
(801) 676-4588
Fax:
(801) 676-4565
D********@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BUNNELL, DAVID, SCOTT | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 05/2014 | 10-25% |
| NAVIGATE HOLDINGS LLC | Domestic Entity | – | MANAGING MEMBER | 10/2023 | > 75% |
| BUNNELL, DAVID, SCOTT | Individual | NAVIGATE HOLDINGS LLC | MANAGING MEMBER | 10/2023 | 25-50% |
| BURGON, MARK, HAROLD | Individual | NAVIGATE HOLDINGS LLC | MANAGING MEMBER | 10/2023 | 25-50% |
| HENDRICKSON, STEVEN, WILLIAM | Individual | NAVIGATE HOLDINGS LLC | MANAGING MEMBER | 10/2023 | 25-50% |
| Hendrickson, Riley, James | Individual | NAVIGATE HOLDINGS LLC | MANAGING MEMBER | 10/2023 | 25-50% |