Strategic Navigators Private Wealth

RIASEC Registered

Total AUM

$14.6M

Discretionary

$14.6M

100% of AUM

Avg account

$185K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Grand Rapids, Michigan
CRD number: 323003
Website: www.stratnav-am.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI74.91%
Individuals25.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Strategic Navigators Private Wealth is an independent registered investment adviser organized as an LLC that serves individual and family clients on a fee‑based (percentage of AUM) model. The firm acts as a capital allocator and offers financial planning and portfolio management for individuals, small businesses and institutional/business clients. It also provides manager selection services, indicating a manager‑of‑managers or outsourced CIO element to its offering. The firm is not an active ESG investor and does not describe multi‑state adviser status or pension consulting services. Industry affiliations noted on filings include relationships with another investment adviser and an insurance company.