Navigate Wealth Management, LLC

Navigate Wealth Management, LLC (CRD# 173770) is a financial advisory firm headquartered in Birmingham, AL. They manage $294,469,433 in 679 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
One Independence Plaza, Suite 816, Birmingham, AL 35209
https://www.navigatewealth.com
By the Numbers
  • Total Assets Under Management
    294
    MILLION
  • Total Number of Accounts
    679
    ACCOUNTS
  • Average Account Value
    $433,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, LA, TN, TX

Financial Advisors at Navigate Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
James Burnett, financial advisor Birmingham AL
James M. Burnett
CRD#: 4701527
1800 Providence Park, Suite 250, Birmingham, AL 35242

James Burnett (CRD# 4701527) is an Investment Advisor Representative working at Navigate Wealth Management, LLC in Birmingham, AL and has 1 year of experience in the finance industry.

2
Carl Grahs, financial advisor Birmingham AL
Carl J. Grahs
CRD#: 4817261
One Independence Plaza, Suite 816, Birmingham, AL 35209

Carl Grahs (CRD# 4817261) is an Investment Advisor Representative working at Navigate Wealth Management, LLC in Birmingham, AL and has over 19 years of experience in the finance industry.

3
Caleb Hopkins, financial advisor Birmingham AL
Caleb R. Hopkins
CRD#: 5847819
One Independence Plaza, Suite 816, Birmingham, AL 35209

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.

4
Steven Lind, financial advisor Birmingham AL
Steven H. Lind
CRD#: 6028410
1800 Providence Park, Suite 250, Birmingham, AL 35242

Steven Lind (CRD# 6028410) is an Investment Advisor Representative working at Navigate Wealth Management, LLC in Birmingham, AL and has 1 year of experience in the finance industry.

5
Mary Livingston, financial advisor Birmingham AL
Mary M. Livingston
CRD#: 5704906
2208 University Blvd., Suite 102, Birmingham, AL 35233

Mary Livingston (CRD# 5704906) 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.

6
Reuben Stewart, financial advisor Birmingham AL
Reuben F. Stewart
CRD#: 2416784
One Independence Plaza, Suite 816, Birmingham, AL 35209

Reuben Stewart (CRD# 2416784) is an Investment Advisor Representative working at Navigate Wealth Management, LLC in Birmingham, AL and has over 30 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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