FORT COLLINS, COCRD 282640Latest ADV March 11, 2026
Navigation Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Fort Collins, CO. Its latest Form ADV filing, dated March 11, 2026, reports $103M in regulatory assets under management, 8 employees, 1 office, and 1,302 accounts.
Assets Under Management
$103M
Employees
8
Offices
1 office
Total Clients
962
Primary office
FORT COLLINS, CO
2038 CARIBOU DRIVE, SUITE 100, FORT COLLINS, CO, United States
Top client segmentIndividuals represent 97.7% of total clients.
Top client categories% of clientsClients
1
Individuals
97.7%
940
2
HNWI
1.5%
14
3
Corporations
0.7%
7
4
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$103Mas of March 11, 2026
Discretionary100.0%
$103M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$103M
Total Accounts1,302
10Y AUM Change+$2M (+2.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee120:1
10Y Employee Change0 (0.0%)
* 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.