Wealth Intelligently Navigated, LLC
● SEC registered since 2026CRD 340998SEC# 801-135630Spartanburg, SC
Reg. AUM
—
Employees
7
Accounts
—
Location
Spartanburg, SC
Wealth Intelligently Navigated, LLC assets under management
Wealth Intelligently Navigated, LLC operates as an SEC-registered investment adviser based in Spartanburg, SC. The firm has been registered since 2026. It employs 7 people.
Wealth Intelligently Navigated, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anna Flasch Wolford Control | Chief Compliance Officer | Under 5% | 2026 |
| Steven Wayne Tolleson Control | Managing Principal | Over 75% | 2026 |
Frequently asked questions
How many employees does Wealth Intelligently Navigated, LLC have?
Wealth Intelligently Navigated, LLC reports 7 employees.
Where is Wealth Intelligently Navigated, LLC located?
Wealth Intelligently Navigated, LLC is based in Spartanburg, SC and has been SEC-registered since 2026.
Does Wealth Intelligently Navigated, LLC disclose fund performance?
Wealth Intelligently Navigated, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 149 West Main Street, Suite B, Spartanburg, SC 29306 |
| Phone | (540) 226-1254 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 51%
More than 49% of 16,825 advisers