NAVIGATE PRIVATE WEALTH, LLC

Overview

Navigate Private Wealth, LLC is an independent registered investment adviser formed in 2014 that serves individual and family clients. The firm combines fee-based portfolio management and financial planning with insurance brokerage services, and it also offers pension consulting for small businesses. Its fee arrangements include a percentage-of-assets model alongside hourly and fixed-fee engagements, letting advisors tailor billing to client needs. Navigate acts in several sponsor and manager roles — for example, serving as an accountant/sponsor, general partner, and managing member of pooled investment vehicles — which supports its ability to place clients into externally managed alternative funds and pooled structures. The firm does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices