{
  "crd_number": 170774,
  "slug": "navigate-private-wealth-llc-draper-ut-170774",
  "primary_business_name": "NAVIGATE PRIVATE WEALTH, LLC",
  "legal_name": "NAVIGATE PRIVATE WEALTH, LLC",
  "dbas": [],
  "city": "Draper",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "41620",
  "metro": {
    "cbsa_code": "41620",
    "common_name": "Salt Lake City",
    "msa_name": "Salt Lake City-Murray, UT",
    "path": "/advisors/ut/salt-lake-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-05-02",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 529228207.0,
  "raum_discretionary": 526937874.0,
  "raum_non_discretionary": 2290333.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 243851452.0,
      "count": 1713
    },
    "high_net_worth_individuals": {
      "raum": 285376755.0,
      "count": 216
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "ID",
    "NH",
    "NV",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://navigateprivatewealth.com",
    "https://youtube.com/@navigateprivatewealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170774",
  "city_as_filed": "DRAPER",
  "url": "https://advisorcensus.com/firm/navigate-private-wealth-llc-draper-ut-170774",
  "display_name": "Navigate Private Wealth, LLC",
  "summary": "Navigate Private Wealth, LLC is an SEC-registered investment advisory firm in Draper, UT, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. Navigate Private Wealth, LLC (CRD 170774): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Navigate Private Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Navigate Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Navigate Private Wealth, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 10, 2026 states: Hourly rate: $150 to $450 an hour (Financial Planning & Consulting service); Flat fee: up to $1,150 (Estate Planning services); Flat fee: $50 to $250 (ala carte services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Navigate Private Wealth, LLC located?",
      "a": "Navigate Private Wealth, LLC's principal office is in Draper, UT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Navigate Private Wealth, LLC registered with the SEC or a state?",
      "a": "Navigate Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170774."
    },
    {
      "q": "How much does Navigate Private Wealth, LLC manage?",
      "a": "Navigate Private Wealth, LLC reports $529,228,207 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Navigate Private Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Navigate Private Wealth, LLC: Regulatory assets under management: $376,642,861 in the October 2021 data and $529,228,207 in the October 2026 data, up 41%. Total employees: 16 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Navigate Private Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,713); high net worth individuals (216)."
    },
    {
      "q": "Which custodians does Navigate Private Wealth, LLC use?",
      "a": "Navigate Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Navigate Private Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170774"
    },
    {
      "q": "What changed in Navigate Private Wealth, LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $462,565,254 to $529,228,207 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 376642861.0,
      "total_employees": 16,
      "filing_date": "2021-02-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 459881234.0,
      "total_employees": 16,
      "filing_date": "2022-01-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 338929515.0,
      "total_employees": 17,
      "filing_date": "2023-01-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 395210033.0,
      "total_employees": 13,
      "filing_date": "2024-01-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 462565254.0,
      "total_employees": 12,
      "filing_date": "2025-02-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 529228207.0,
      "total_employees": 11,
      "filing_date": "2026-03-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $462,565,254 to $529,228,207 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $150 to $450 an hour (Financial Planning & Consulting service)",
      "Flat fee: up to $1,150 (Estate Planning services)",
      "Flat fee: $50 to $250 (ala carte services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 to $450 an hour (Financial Planning & Consulting service)"
        ],
        "quotes": [
          "Our hourly fees range from $150 to $450 for junior and senior financial planners."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $1,150 (Estate Planning services)"
        ],
        "quotes": [
          "We charge an initial one-time flat fee for Estate Planning services. The total cost for the estate plan shall not exceed $1,150."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $50 to $250 (ala carte services)"
        ],
        "quotes": [
          "Our firm will charge a one-time flat fee for ala carte services rendered. The one-time fee ranges in price from $50 to $250 depending on the services selected by you."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 150.0,
          "max": 450.0,
          "period": "hour",
          "service": "Financial Planning & Consulting service"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 1150.0,
          "period": "one_time",
          "service": "Estate Planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 50.0,
          "max": 250.0,
          "period": "one_time",
          "service": "ala carte services"
        }
      ]
    },
    "quotes": [
      "Our hourly fees range from $150 to $450 for junior and senior financial planners.",
      "We charge an initial one-time flat fee for Estate Planning services. The total cost for the estate plan shall not exceed $1,150.",
      "Our firm will charge a one-time flat fee for ala carte services rendered. The one-time fee ranges in price from $50 to $250 depending on the services selected by you."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/navigate-private-wealth-llc-draper-ut-170774.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1713,
      "fewer_than_5": false,
      "raum": 243851452.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 216,
      "fewer_than_5": false,
      "raum": 285376755.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170774",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}