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NAVIGATE PRIVATE WEALTH, LLC
CRD 170774File 801-79648
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$529.2M
Above cohort median (national)
Discretionary AUM
$526.9M
Non-discretionary $2.3M
Clients
1,929
1,929 accounts
Employees
11
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 2, 2014
- Principal office
- 12012 SOUTH 700 EAST, SUITE 100, DRAPER, UT, 84020
- Phone
- 801-676-4588
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $529.2M
- Discretionary AUM
- $526.9M
- Non-discretionary AUM
- $2.3M
- Discretionary accounts
- 1,893
- Non-discretionary accounts
- 36
- Total accounts
- 1,929
- AUM per client
- $274K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 216 | $285.4M |
| Individuals (other than high net worth individuals) | 1,713 | $243.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- 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
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 12 | 11 | decreased by1 |
| Feb 1, 2026 | Clients | 1,804 | 1,929 | increased by125 |
| Feb 1, 2026 | AUM | $462,565,254 | $529,228,207 | increased by$66,662,953 |
| Feb 1, 2026 | Accounts | 1,804 | 1,929 | increased by125 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 12 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,024 | 1,804 | decreased by220 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $459,881,234 | $462,565,254 | increased by$2,684,020 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,024 | 1,804 | decreased by220 |
| Feb 1, 2022 | Clients | 728 | 2,024 | increased by1,296 |
| Feb 1, 2022 | AUM | $376,642,861 | $459,881,234 | increased by$83,238,373 |
| Feb 1, 2022 | Accounts | 1,933 | 2,024 | increased by91 |
| 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 “NAVIGATE PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NAVIGATE PRIVATE” 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.