WEALTH NAVIGATION, LLC

OAK LANE ADVISORS
CENTERVILLE, Utah·3 registered advisors·CRD# 140612
SEC# 801-1168801801-335-8200
01

Firm Overview

AUM
$305M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTH NAVIGATION, LLC

3 registered advisors
Adam Craig Fisher
CENTERVILLE, Utah
Michael Scott Jones
CENTERVILLE, Utah
Owen John Fisher
CENTERVILLE, Utah
05

Office Locations

CENTERVILLE, Utah
3 advisors

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Data sourced from SEC Form ADV filings. WEALTH NAVIGATION, LLC (CRD# 140612) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.