Navigate Private Wealth, LLC
Registered investment adviser · Draper, UT · CRD #170774
Form ADV data as of 2026-09-01Regulatory assets
$529.2 million
Total accounts
1,929
Employees
11
Disclosure events
0
Firm details
- Website: http://www.navigateprivatewealth.com
- Telephone: 801-676-4588
- SEC file number: 801-79648
- Most recent Form ADV filing: 2026-03-10
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $526.9 million |
| Non-discretionary regulatory assets under management | $2.3 million |
| Total regulatory assets under management | $529.2 million |
| Discretionary accounts | 1,893 |
| Non-discretionary accounts | 36 |
| Total accounts | 1,929 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 11 |
| Employees performing investment advisory functions (including research) | 7 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 7 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 2 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | No |
| Client funds and securities held in the firm's custody | $289.4 million |
| Clients for whom the firm has custody | 508 |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $483,333 |
| Clients for whom a related person has custody | 6 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | Yes |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
- Compensates a non-employee for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,713 | $243.9 million |
| High net worth individuals | 216 | $285.4 million |