# Oak Lane Advisors

> Oak Lane Advisors is an SEC-registered investment advisory firm in Centerville, UT, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 140612
- Filed as: OAK LANE ADVISORS
- Legal name: Wealth Navigation, LLC
- Also doing business as: EDGE FINANCIAL ADVISORS, LLC, OAK LANE ADVISORS, OAK LANE WEALTH, WEALTH NAVIGATION ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Centerville, UT
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140612
- AdvisorCensus page: https://advisorcensus.com/firm/oak-lane-advisors-centerville-ut-140612

## Quick answers

**How is Oak Lane Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Oak Lane Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Oak Lane Advisors located?**
Oak Lane Advisors' principal office is in Centerville, UT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Oak Lane Advisors registered with the SEC or a state?**
Oak Lane Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 140612.

**How much does Oak Lane Advisors manage?**
Oak Lane Advisors reports $446,281,743 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Oak Lane Advisors' assets and staff changed since 2021?**
In the Form ADV data for Oak Lane Advisors: Regulatory assets under management: $193,028,173 in the October 2021 data and $446,281,743 in the October 2026 data, up 131%. Total employees: 7 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Oak Lane Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (639); high net worth individuals (259); pension and profit sharing plans (but not the plan participants or government pension plans) (27).

**Which custodians does Oak Lane Advisors use?**
Oak Lane Advisors' 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 Oak Lane Advisors 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/140612

**What changed in Oak Lane Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $367,281,893 to $446,281,743 (+22%). Changed its office addresses in Idaho Falls, ID.

## From the Form ADV filing

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

### 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: $446,281,743
- Discretionary: $446,214,007
- Non-discretionary: $67,736

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 639 | $70,099,593 |
| High net worth individuals | 259 | $302,577,997 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 27 | $68,290,604 |
| Corporations or other businesses not listed above | 7 | $5,313,549 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, ID, MT, NV, OR, TX, UT, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Idaho Falls, ID

### Websites listed on Form ADV (Item 1.I)
- edgefinancialadvisors.com
- oaklanewealth.com
- Facebook @EdgeFinancialAdvisors
- Facebook @OakLaneWealth
- Facebook @wealthnavigation
- Instagram @oaklanewealth
- LinkedIn @WEALTH-NAVIGATION-LLC
- LinkedIn @edgefinancial
- LinkedIn @oak-lane-advisors
- X @WealthNav

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $193,028,173 | 7 | March 29, 2021 |
| October 2022 | $265,742,963 | 7 | June 10, 2022 |
| October 2023 | $258,680,189 | 6 | June 2, 2023 |
| October 2024 | $305,164,237 | 6 | April 29, 2024 |
| October 2025 | $367,281,893 | 12 | March 27, 2025 |
| October 2026 | $446,281,743 | 12 | March 30, 2026 |

Regulatory assets under management: $193,028,173 in the October 2021 data and $446,281,743 in the October 2026 data, up 131%.
Total employees: 7 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $367,281,893 to $446,281,743 (+22%).
- Changed its office addresses in Idaho Falls, ID.

### December 2025
- Its Item 11 disclosure answers changed.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oak Lane Advisors (CRD 140612): Form ADV filing data as of October 2026.