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Owen John Fisher

WEALTH NAVIGATION, LLC·CENTERVILLE, Utah
Unclaimed Profile
1148 W. LEGACY CROSSING BLVD, CENTERVILLE, UT 84014CRD# 3132848Firm CRD# 140612
01

About

Owen John Fisher is a registered financial advisor based in CENTERVILLE, Utah, affiliated with WEALTH NAVIGATION, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTH NAVIGATION, LLC
OAK LANE ADVISORS
AUM
$305M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WEALTH NAVIGATION, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3132848
Firm CRD# 140612
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Owen John Fisher offer?
Owen John Fisher specializes in Financial Planning, Investment Management. Contact their office in CENTERVILLE, Utah for a consultation.
What are Owen John Fisher's credentials?
Owen John Fisher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Owen John Fisher located?
Owen John Fisher is based in CENTERVILLE, Utah, working with WEALTH NAVIGATION, LLC. Their office serves clients in the CENTERVILLE metropolitan area and surrounding communities.
How does Owen John Fisher charge for services?
Owen John Fisher's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH NAVIGATION, LLC?
WEALTH NAVIGATION, LLC has approximately 6 employees and manages $305M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CENTERVILLE
Adam Craig Fisher — WEALTH NAVIGATION, LLCTiffin Ellen Tullis — VIGILANT INVESTMENT ADVISORS, LLCMichael Scott Jones — WEALTH NAVIGATION, LLCPaul Alfred Coles — ALLIANCE WEALTH ADVISORS, LLCScott G Hoxer — ALLIANCE WEALTH ADVISORS, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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