Navigate Private Wealth, LLC

Navigate Private Wealth, LLC (CRD# 170774) is a financial advisory firm headquartered in Draper, UT. They manage $259,725,778 in 1,996 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    260
    MILLION
  • Total Number of Accounts
    1,996
    ACCOUNTS
  • Average Account Value
    $130,123
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, ID, NH, NV, OR, SC, TX, UT, WA

Financial Advisors at Navigate Private Wealth, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Korey Farr
CRD#: 6022381
12012 South 700 East, Suite 100, Draper, UT 84020
97
Wealthminder
score

Korey Farr (CRD# 6022381) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 4 years of experience in the finance industry.

2
Mark H. Burgon
CRD#: 4217852
12012 South 700 East, Suite 100, Draper, UT 84020
96
Wealthminder
score

Mark Burgon (CRD# 4217852) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 16 years of experience in the finance industry. Mark Burgon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael B. Riley
CRD#: 2703660
12012 South 700 East, Suite 100, Draper, UT 84020
96
Wealthminder
score

Michael Riley (CRD# 2703660) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 20 years of experience in the finance industry. Michael Riley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
David K. Eaton
CRD#: 2573700
12012 South 700 East, Suite 100, Draper, UT 84020
93
Wealthminder
score

David Eaton (CRD# 2573700) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 21 years of experience in the finance industry.

5
Trevor C. Stauffer
CRD#: 4997834
12012 South 700 East, Suite 100, Draper, UT 84020
93
Wealthminder
score

Trevor Stauffer (CRD# 4997834) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 11 years of experience in the finance industry.

6
Jerry L. Ford
CRD#: 1509169
12012 South 700 East, Suite 100, Draper, UT 84020
91
Wealthminder
score

Jerry Ford (CRD# 1509169) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 30 years of experience in the finance industry. Jerry Ford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Riley J. Hendrickson
CRD#: 6361669
12012 South 700 East, Suite 100, Draper, UT 84020
90
Wealthminder
score

Riley Hendrickson (CRD# 6361669) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has 1 year of experience in the finance industry.

8
Collin M. Hintze
CRD#: 6475560
12012 South 700 East, Suite 100, Draper, UT 84020
87
Wealthminder
score

Collin Hintze (CRD# 6475560) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has 1 year of experience in the finance industry.

9
Paul B. Holbrook
CRD#: 1173817
12012 South 700 East, Suite 100, Draper, UT 84020
86
Wealthminder
score

Paul Holbrook (CRD# 1173817) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 31 years of experience in the finance industry. Paul Holbrook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
David S. Bunnell
CRD#: 2135586
12012 South 700 East, Suite 100, Draper, UT 84020
71
Wealthminder
score

David Bunnell (CRD# 2135586) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 25 years of experience in the finance industry.

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