NAVIGATE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 173770
- Registered since
- September 26, 2018
- Website
- www.navigatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI79.86%
- Individuals15.21%
- Other Investment Advisers4.58%
- Corporations / Businesses0.35%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Navigate Wealth Management, LLC is an independent, SEC-registered registered investment adviser organized as a limited liability company and owned by an individual. Registered in 2018, the firm provides financial planning and portfolio management services, primarily to individuals, families and small-business owners, while also serving some institutional clients. Its billing approaches include asset-based fees as well as hourly and fixed-fee arrangements. The firm does not identify itself as an active ESG investor, is not a pension consultant, and does not position itself as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- US Government Bonds9%
- Exchange Traded Equities6%
- Cash & Cash Equivalents1%
- Other1%
Contacts
3 of 7MARY LIVINGSTON
FounderCRD 5704906
CARL GRAHS
Investment ManagerCRD 4817261
CALEB HOPKINS
Wealth ManagerCRD 5847819
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
JEFFERSON
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- JEFFERSON
- Address
- 2850 19th St S
- Time zone
- CT (UTC-6)
- Office locations
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