SEC Form ADV

NAVIGATE WEALTH MANAGEMENT, LLC

Registered Investment AdviserAL
$429.6M
Assets Under Management
873
Total Clients
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Registration Details

Accession
CRD-173770
Location
BIRMINGHAM, AL
Filing Date
April 6, 2026
AUM
$429.6M
Total Clients
873
Amendment
No

About this Adviser

NAVIGATE WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in BIRMINGHAM, AL, managing approximately $429.6M in assets across 873 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.