Navigate Private Wealth, LLC
Navigate Private Wealth, LLC (CRD# 170774) is a financial advisory firm headquartered in Draper, UT. They manage $395,210,033 in 1,691 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management395MILLION
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Total Number of Accounts1,691ACCOUNTS
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Average Account Value$233,714
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, CO, FL, GA, ID, NH, NV, OR, TX, UT, WA
David Bunnell (CRD# 2135586) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 32 years of experience in the finance industry.
Mark Burgon (CRD# 4217852) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 23 years of experience in the finance industry.
Spencer Cazier (CRD# 6768072) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Layton, UT and has over 6 years of experience in the finance industry.
Riley Hendrickson (CRD# 6361669) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 7 years of experience in the finance industry.
Steven Hendrickson (CRD# 712741) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 43 years of experience in the finance industry.
Murray Peters (CRD# 2667910) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 28 years of experience in the finance industry.
Stephen Smith (CRD# 6802883) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 6 years of experience in the finance industry.