NAVIGATE PRIVATE WEALTH, LLC

DRAPER, Utah·8 registered advisors·CRD# 170774
SEC# 801-796482801-676-4588
01

Firm Overview

AUM
$395M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NAVIGATE PRIVATE WEALTH, LLC

8 registered advisors
David King Eaton
DRAPER, Utah
David Scott Bunnell
DRAPER, Utah
Jerry Lynn Ford
DRAPER, Utah
Mark Harold Burgon
DRAPER, Utah
Michael Brandon Riley
DRAPER, Utah
Paul Bryson Holbrook
DRAPER, Utah
Riley James Hendrickson
DRAPER, Utah
Steven William Hendrickson
DRAPER, Utah
05

Office Locations

DRAPER, Utah
8 advisors

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Data sourced from SEC Form ADV filings. NAVIGATE PRIVATE WEALTH, LLC (CRD# 170774) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.