# Navigate Wealth Management, LLC

> Navigate Wealth Management, LLC is an SEC-registered investment advisory firm in Birmingham, AL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 173770
- Filed as: NAVIGATE WEALTH MANAGEMENT, LLC
- Also doing business as: ABEONA WEALTH, STONEBRIDGE ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Birmingham, AL
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173770
- AdvisorCensus page: https://advisorcensus.com/firm/navigate-wealth-management-llc-birmingham-al-173770

## Quick answers

**How is Navigate Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Navigate Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Navigate Wealth Management, LLC located?**
Navigate Wealth Management, LLC's principal office is in Birmingham, AL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Navigate Wealth Management, LLC registered with the SEC or a state?**
Navigate Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 173770.

**How much does Navigate Wealth Management, LLC manage?**
Navigate Wealth Management, LLC reports $429,568,664 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary).

**How have Navigate Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Navigate Wealth Management, LLC: Regulatory assets under management: $209,558,330 in the October 2021 data and $429,568,664 in the October 2026 data, up 105%. Total employees: 2 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Navigate Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (140); high net worth individuals (131); corporations or other businesses not listed above (2).

**Which custodians does Navigate Wealth Management, LLC use?**
Navigate Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Navigate Wealth Management, LLC report any disciplinary disclosures?**
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/173770

**Does Navigate Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 6, 2026 says: "There is an account minimum of $1,000,000, which may be waived by Navigate in its discretion."

**What changed in Navigate Wealth Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in FL, GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated April 6, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $1,000,000, which may be waived by Navigate in its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $429,568,664
- Discretionary: $429,568,664
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 140 | $65,318,951 |
| High net worth individuals | 131 | $343,055,621 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 1 | $19,684,458 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $1,509,634 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, LA, MS, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Birmingham, AL

### Websites listed on Form ADV (Item 1.I)
- abeonawealth.com
- navigatewealth.com
- stonebridge-advisors.com
- Facebook @ABEONAWEALTH
- Facebook @STONEBRIDGE-ADVISORS
- Instagram @ABEONAWEALTH
- LinkedIn @ABEONA-WEALTH
- LinkedIn @NAVIGATE-WEALTH-MANAGEMENT
- LinkedIn @STONEBRIDGE-ADVISORS-TEAM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $209,558,330 | 2 | March 16, 2021 |
| October 2022 | $230,644,890 | 6 | September 6, 2022 |
| October 2023 | $226,565,250 | 7 | March 22, 2023 |
| October 2024 | $294,469,433 | 8 | March 21, 2024 |
| October 2025 | $354,589,456 | 8 | March 21, 2025 |
| October 2026 | $429,568,664 | 8 | August 10, 2026 |

Regulatory assets under management: $209,558,330 in the October 2021 data and $429,568,664 in the October 2026 data, up 105%.
Total employees: 2 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in FL, GA.

### April 2026
- Added the business name Stonebridge Advisors.
- Regulatory assets under management went from $354,589,456 to $429,568,664 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Navigate Wealth Management, LLC (CRD 173770): Form ADV filing data as of October 2026.