Navigate Private Wealth, LLC
● SEC registered since 2014CRD 170774SEC# 801-79648Draper, UT
Reg. AUM
$529.2M
Employees
11
Accounts
1,929
Location
Draper, UT
Navigate Private Wealth, LLC assets under management
Navigate Private Wealth, LLC operates as an SEC-registered investment adviser based in Draper, UT. The firm has been registered since 2014. It reports $529.2 million in regulatory assets under management and employs 11 people.
Navigate Private Wealth, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Scott Bunnell Control | Managing Member And Chief Compliance Officer | 10-25% | 2014 |
| Navigate Holdings LLC Control | Managing Member | Over 75% | 2023 |
| David Scott Bunnell Control | Managing Member | 25-50% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Navigate Private Wealth, LLC manage?
Navigate Private Wealth, LLC reports $529.2 million in regulatory assets under management on its Form ADV.
How many employees does Navigate Private Wealth, LLC have?
Navigate Private Wealth, LLC reports 11 employees.
Where is Navigate Private Wealth, LLC located?
Navigate Private Wealth, LLC is based in Draper, UT and has been SEC-registered since 2014.
Does Navigate Private Wealth, LLC disclose fund performance?
Navigate Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12012 South 700 East, Suite 100, Draper, UT 84020 |
| Phone | 801-676-4588 |
| Fax | 801-676-4565 |
| Office hours | 8a.m. - 5p.m. (Mst) |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1665606 |
| Discloses disciplinary history | No |
Regulatory AUM
$529.2M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$529.2Mregulatory AUM
Discretionary $526.9MNon-discretionary $2.3M