Wealth Navigation, LLC
● SEC registered since 2019CRD 140612SEC# 801-116880Centerville, UT
Reg. AUM
$446.3M
Employees
12
Accounts
2,533
Location
Centerville, UT
Wealth Navigation, LLC assets under management
Wealth Navigation, LLC is an SEC-registered investment adviser based in Centerville, UT. The firm has been registered since 2019. It reports $446.3 million in regulatory assets under management and employs 12 people.
Wealth Navigation, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Craig Fisher Control | Managing Partner | Under 5% | 2006 |
| Michael Scott Jones | Chief Operating Officer / Chief Compliance Officer | Under 5% | 2017 |
| Wn Holdings, LLC Control | Member | Over 75% | 2008 |
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Join to unlock · $37/moFrequently asked questions
How much does Wealth Navigation, LLC manage?
Wealth Navigation, LLC reports $446.3 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Navigation, LLC have?
Wealth Navigation, LLC reports 12 employees.
Where is Wealth Navigation, LLC located?
Wealth Navigation, LLC is based in Centerville, UT and has been SEC-registered since 2019.
Does Wealth Navigation, LLC disclose fund performance?
Wealth Navigation, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT 84014 |
| Phone | 801-335-8200 |
| Fax | 801-299-3414 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$446.3M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$446.3Mregulatory AUM
Discretionary $446.2MNon-discretionary $68K