Navigate Wealth Management, LLC
● SEC registered since 2018CRD 173770SEC# 801-114048Birmingham, AL
Reg. AUM
$429.6M
Employees
8
Accounts
873
Location
Birmingham, AL
Navigate Wealth Management, LLC assets under management
Navigate Wealth Management, LLC operates as an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2018. It reports $429.6 million in regulatory assets under management and employs 8 people.
Navigate Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caleb Ryan Hopkins Control | Principal | 50-75% | 2014 |
| Carl Johan Grahs Control | Principal & Chief Compliance Officer | 50-75% | 2014 |
Frequently asked questions
How much does Navigate Wealth Management, LLC manage?
Navigate Wealth Management, LLC reports $429.6 million in regulatory assets under management on its Form ADV.
How many employees does Navigate Wealth Management, LLC have?
Navigate Wealth Management, LLC reports 8 employees.
Where is Navigate Wealth Management, LLC located?
Navigate Wealth Management, LLC is based in Birmingham, AL and has been SEC-registered since 2018.
Does Navigate Wealth Management, LLC disclose fund performance?
Navigate Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2850 19th Street South, Suite 350, Birmingham, AL 35209 |
| Phone | 205-224-9500 |
| Fax | 205-224-3464 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$429.6M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$429.6Mregulatory AUM
Discretionary $429.6M