# Strategic Navigators Private Wealth

> Strategic Navigators Private Wealth is a state-registered investment advisory firm in Grand Rapids, MI, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 323003
- Filed as: STRATEGIC NAVIGATORS PRIVATE WEALTH
- Legal name: Strategic Navigators Asset Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323003
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-navigators-private-wealth-grand-rapids-mi-323003

## Quick answers

**How is Strategic Navigators Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Navigators Private Wealth reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Strategic Navigators Private Wealth located?**
Strategic Navigators Private Wealth's principal office is in Grand Rapids, MI, according to its Form ADV.

**Is Strategic Navigators Private Wealth registered with the SEC or a state?**
Strategic Navigators Private Wealth is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323003.

**How much does Strategic Navigators Private Wealth manage?**
Strategic Navigators Private Wealth reports $14,629,295 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).

**What types of clients does Strategic Navigators Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (9).

**Does Strategic Navigators Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323003

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $14,629,295
- Discretionary: $14,629,295
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $3,671,038 |
| High net worth individuals | 9 | $10,958,257 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stratnav-am.com
- LinkedIn @strategic-navigators-asset-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Navigators Private Wealth (CRD 323003): Form ADV filing data as of October 2026.