Wealth Intelligently Navigated, LLC
● SEC registered since 2026CRD 340998SEC# 801-135630Greer, SC
Reg. AUM
$532.9M
Employees
7
Accounts
1,552
Location
Greer, SC
Wealth Intelligently Navigated, LLC assets under management
Wealth Intelligently Navigated, LLC operates as an SEC-registered investment adviser based in Greer, SC. The firm has been registered since 2026. It reports $532.9 million in regulatory assets under management and employs 7 people.
Wealth Intelligently Navigated, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anna Flasch Wolford Control | Chief Compliance Officer | Under 5% | 2026 |
| Anthony Richard Mahfood Control | Managing Principal | 50-75% | 2026 |
| Steven Wayne Tolleson Control | Managing Principal | 50-75% | 2026 |
Frequently asked questions
How much does Wealth Intelligently Navigated, LLC manage?
Wealth Intelligently Navigated, LLC reports $532.9 million in regulatory assets under management on its Form ADV.
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 Greer, 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 | 26 Parkway Commons Way, Suite B, Greer, SC 29650 |
| Phone | (540) 226-1254 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$532.9MNo change
Jul '26Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$532.9Mregulatory AUM
Discretionary $530.3MNon-discretionary $2.6M