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).

Current Firm Details
12012 South 700 East, Suite 100, Draper, UT 84020
https://www.linkedin.com/in/rileyhendrickson13
By the Numbers
  • Total Assets Under Management
    395
    MILLION
  • Total Number of Accounts
    1,691
    ACCOUNTS
  • Average Account Value
    $233,714
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Navigate Private Wealth, LLC
Showing 1 - 7 of 7 top financial advisors.
1
David Bunnell, financial advisor Draper UT
David S. Bunnell
CRD#: 2135586
12012 South 700 East, Suite 100, Draper, UT 84020

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.

2
Mark Burgon, financial advisor Draper UT
Mark H. Burgon
CRD#: 4217852
12012 South 700 East, Suite 100, Draper, UT 84020

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.

3
Spencer Cazier, financial advisor Layton UT
Spencer D. Cazier
CRD#: 6768072
1830 East 3100 North, Suite A, Layton, UT 84040

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.

4
Riley Hendrickson, financial advisor Draper UT
Riley J. Hendrickson
CRD#: 6361669
12012 South 700 East, Suite 100, Draper, UT 84020

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.

5
Steven Hendrickson, financial advisor Draper UT
Steven W. Hendrickson
CRD#: 712741
12012 South 700 East, Suite 100, Draper, UT 84020

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.

6
Murray Peters, financial advisor Draper UT
Murray J. Peters
CRD#: 2667910
12012 South 700 East, Suite 100, Draper, UT 84020

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.

7
Stephen Smith, financial advisor Draper UT
Stephen M. Smith
CRD#: 6802883
12012 South 700 East, Suite 100, Draper, UT 84020

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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