NAVIGATION WEALTH MANAGEMENT

Legal name: NAVIGATION WEALTH MANAGEMENT, INC.

CRD 282640File 801-119615

APPROVED

Retail clients

Custody

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$103.2M

Bottom 25% of cohort (national)

Discretionary AUM

$103.2M

Clients

962

1,302 accounts

Employees

Bottom 25% of cohort in CO

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: DRO
Registration date: Oct 26, 2020
Principal office: 2038 CARIBOU DRIVE, SUITE 100, FORT COLLINS, CO, 80525
Phone: 970-672-1236
Website: http://facebook.com/NavigationWealthManagement

Assets & accounts

ADV Item 5F

Total regulatory AUM: $103.2M
Discretionary AUM: $103.2M
Non-discretionary AUM: $0
Discretionary accounts: 1,302
Non-discretionary accounts: 0
Total accounts: 1,302
AUM per client: $107K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$427K
Charitable organizations	Fewer than 5	$98K
High net worth individuals	14	$24.3M
Individuals (other than high net worth individuals)	940	$78.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — REFERRAL FEES
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.