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NAVIGATE PRIVATE WEALTH, LLC
CRD 170774File 801-79648
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.