Investment adviser · CRD 282640
NAVIGATION WEALTH MANAGEMENT
Investment adviser filing (IA)
NAVIGATION WEALTH MANAGEMENT, INC.
FORT COLLINS, CO, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $103M Form ADV · Item 5.F
- Client accounts
- 1,302 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 940 | $78,351,093 | 75.9% |
| High-net-worth individuals | 14 | $24,299,131 | 23.6% |
| Corporations & businesses | 7 | $426,550 | 0.4% |
| Charities | Fewer than 5 | $98,228 | 0.1% |
Filing source
Form ADV 2069663 · Mar 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2038 CARIBOU DRIVE, SUITE 100FORT COLLINS, CO, 80525, United States
CRD 282640
Filing source
Form ADV 2069663 · Mar 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.