Navigation Wealth Management, Inc.
● SEC registered since 2020CRD 282640SEC# 801-119615Fort Collins, CO
Reg. AUM
$103.2M
Employees
8
Accounts
1,302
Location
Fort Collins, CO
Navigation Wealth Management, Inc. assets under management
Navigation Wealth Management, Inc. is an SEC-registered investment adviser based in Fort Collins, CO. The firm has been registered since 2020. It reports $103.2 million in regulatory assets under management and employs 8 people.
Navigation Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Edward Brunin Control | President/Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Navigation Wealth Management, Inc. manage?
Navigation Wealth Management, Inc. reports $103.2 million in regulatory assets under management on its Form ADV.
How many employees does Navigation Wealth Management, Inc. have?
Navigation Wealth Management, Inc. reports 8 employees.
Where is Navigation Wealth Management, Inc. located?
Navigation Wealth Management, Inc. is based in Fort Collins, CO and has been SEC-registered since 2020.
Does Navigation Wealth Management, Inc. disclose fund performance?
Navigation Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2038 Caribou Drive, Suite 100, Fort Collins, CO 80525 |
| Phone | 970-672-1236 |
| Fax | 970-672-1236 |
| Office hours | 9-5 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$103.2M▼ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$103.2Mregulatory AUM
Discretionary $103.2M