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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 794 | 932 | increased by138 |
| Apr 1, 2026 | AUM | $367,281,893 | $446,281,743 | increased by$78,999,850 |
| Apr 1, 2026 | Accounts | 2,258 | 2,533 | increased by275 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 12 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 552 | 794 | increased by242 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $265,742,963 | $367,281,893 | increased by$101,538,930 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,539 | 2,258 | increased by719 |
| Jul 1, 2022 | Employees | 8 | 7 | decreased by1 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 582 | 552 | decreased by30 |
| Apr 1, 2022 | AUM | $193,028,173 | $265,742,963 | increased by$72,714,790 |
| Apr 1, 2022 | Accounts | 582 | 1,539 | increased by957 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OAK LANE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OAK LANE” may also match similarly-named firms). Confirm identity against each filing.
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.