NAVIGATE PRIVATE WEALTH, LLC
SEC RegisteredOur Experience. Your Journey.
About the firm
Navigate Private Wealth is a financial advisory firm committed to delivering a unique and tailored standard of care to individuals, families, trusts, and business owners. They help clients feel clarity about where they stand financially and confidence in having a trusted guide for their family's future.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management including client service, financial planning, asset management, and tax and accounting services
Who they serve
Individuals, families, trusts, and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,713 | $244M |
| High Net Worth Individuals | 216 | $285M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NAVIGATE PRIVATE WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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