Navigate Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Draper, UT. Its latest Form ADV filing, dated March 10, 2026, reports $529M in regulatory assets under management, 11 employees, 2 offices, and 1,929 accounts.
Assets Under Management
$529M
Employees
11
Offices
2 offices
Total Clients
1,929
Primary office
DRAPER, UT
12012 SOUTH 700 EAST, SUITE 100, DRAPER, UT, United States
Top client segmentIndividuals represent 88.8% of total clients.
Top client categories% of clientsClients
1
Individuals
88.8%
1,713
2
HNWI
11.2%
216
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$529Mas of March 10, 2026
Discretionary99.6%
$527M
100% of total RAUM99.6%
Non-discretionary0.4%
$2M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$529M
Total Accounts1,929
10Y AUM Change+$254M (+92.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee175:1
10Y Employee Change-8 (-42.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.