WEALTH INTELLIGENTLY NAVIGATED, LLC

Overview

Wealth Intelligently Navigated, LLC is a newly formed SEC-registered investment adviser organized as a limited liability company and owned by an individual. The firm positions itself as a capital allocator that provides financial planning, discretionary portfolio management for individuals and small businesses, and manager-selection services — i.e., it will recruit or recommend third‑party advisers or sub‑advisers to implement client strategies. Its commercial model is flexible on pricing, offering percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm is not an active ESG investor and does not identify as a multi-state adviser or pension consultant. Classification information is unclassified, and the filing indicates the adviser is in the early stage of client development and operational scaling given its recent registration in 2026.

Assets & Accounts

Location & Offices