Navigate Wealth Management, LLC

Navigate Wealth Management, LLC (CRD# 173770) is a financial advisory firm headquartered in Birmingham, AL. They manage $26,100,132 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $362,502
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

AL

Financial Advisors at Navigate Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Carl J. Grahs
CRD#: 4817261
One Independence Plaza, Suite 816, Birmingham, AL 35209
96
Wealthminder
score

Carl Grahs (CRD# 4817261) is an Investment Advisor Representative working at Navigate Wealth Management, LLC in Birmingham, AL and has over 12 years of experience in the finance industry.

2
Caleb R. Hopkins
CRD#: 5847819
One Independence Plaza, Suite 816, Birmingham, AL 35209
90
Wealthminder
score

Caleb Hopkins (CRD# 5847819) is an Investment Advisor Representative working at Navigate Wealth Management, LLC in Birmingham, AL and has 1 year of experience in the finance industry. Caleb Hopkins 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.

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