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OAK LANE ADVISORS
Legal name: WEALTH NAVIGATION, LLC
CRD 140612File 801-116880
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$446.3M
Below cohort median (national)
Discretionary AUM
$446.2M
Non-discretionary $68K
Clients
932
2,533 accounts
Employees
12
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 28, 2019
- Principal office
- 1222 W. LEGACY CROSSING BLVD, SUITE 6, CENTERVILLE, UT, 84014
- Phone
- 801-335-8200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $446.3M
- Discretionary AUM
- $446.2M
- Non-discretionary AUM
- $68K
- Discretionary accounts
- 2,532
- Non-discretionary accounts
- 1
- Total accounts
- 2,533
- AUM per client
- $479K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $5.3M |
| High net worth individuals | 259 | $302.6M |
| Pension and profit sharing plans | 27 | $68.3M |
| Individuals (other than high net worth individuals) | 639 | $70.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.