Wealth Intelligently Navigated, LLC
Firm details
- Headquarters
- Spartanburg, 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 registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients and institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. It identifies as a capital allocator and uses outside managers as part of its investment approach. Its fee menu includes percentage-of-assets, hourly charges, and fixed-fee engagements. The firm reports SEC registration in 2026 and indicates it is not a multi-state adviser and does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Joshua Gallman
Wealth AdvisorCRD 8315523
Anna Wolford
Director of Financial PlanningCRD 7368855
Steven Tolleson
Founder & PrincipalCRD 6276568
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Spartanburg, SC
Spartanburg
Location
Spartanburg, SC
Headquartered in Spartanburg, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.
- Metro area
- Greenville-Spartanburg-Anderson, SC
- Region
- South
- County
- Spartanburg
- Address
- 149 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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