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WEALTH INTELLIGENTLY NAVIGATED, LLC
CRD 340998File 801-135630
APPROVED-120
Retail clients
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$532.9M
Above cohort median (national)
Discretionary AUM
$530.3M
Non-discretionary $2.6M
Clients
408
1,552 accounts
Employees
7
Above cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 31, 2026
- Principal office
- 149 WEST MAIN STREET, SUITE B, SPARTANBURG, SC, 29306
- Phone
- (864) 375-4031
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $532.9M
- Discretionary AUM
- $530.3M
- Non-discretionary AUM
- $2.6M
- Discretionary accounts
- 1,504
- Non-discretionary accounts
- 48
- Total accounts
- 1,552
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $12.8M |
| High net worth individuals | 225 | $291.0M |
| Pension and profit sharing plans | Fewer than 5 | $5.3M |
| Individuals (other than high net worth individuals) | 173 | $223.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- 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
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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-120 |
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.