Wealth Intelligently Navigated, LLC
Firm details
- Headquarters
- Greer, South Carolina
- CRD number
- 340998
- Registered since
- March 31, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.6%
- Individuals42%
- Corporations / Businesses2.4%
- Pension & Profit Sharing Plans1%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wealth Intelligently Navigated, LLC is an independent, individual-owned RIA that registered with the SEC in 2026 and functions as a capital allocator. The firm serves both individual and family clients as well as institutional clients, and offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not self-identify as an ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities81%
- Cash & Cash Equivalents8%
- Other6%
- Investment Grade Corp Bonds5%
Contacts
3 of 7
Steven Tolleson
Founder & PrincipalCRD 6276568
Anthony Mahfood
PrincipalCRD 2959577
Robert Francis
DirectorCRD 6561087
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greer, SC
Greenville
Location
Greer, SC
Headquartered in Greer, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.
- Metro area
- Greenville-Spartanburg-Anderson, SC
- Region
- South
- County
- Greenville
- Address
- 26 Parkway Commons Way
- Time zone
- ET (UTC-5)
- Office locations
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