# Wealth Intelligently Navigated, LLC

> Wealth Intelligently Navigated, LLC is an SEC-registered investment advisory firm in Greer, SC, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 340998
- Filed as: WEALTH INTELLIGENTLY NAVIGATED, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Greer, SC
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340998
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-intelligently-navigated-llc-greer-sc-340998

## Quick answers

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

**How much does Wealth Intelligently Navigated, LLC charge?**
Its Form ADV Part 2A brochure dated July 20, 2026 states: Hourly rate: $250 to $500 an hour (financial planning services); Flat fee: $1,200 to $20,000 (longer-term consulting projects); Flat fee: $1,000 to $3,000 (estate planning projects). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wealth Intelligently Navigated, LLC located?**
Wealth Intelligently Navigated, LLC's principal office is in Greer, SC, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Wealth Intelligently Navigated, LLC registered with the SEC or a state?**
Wealth Intelligently Navigated, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 340998.

**How much does Wealth Intelligently Navigated, LLC manage?**
Wealth Intelligently Navigated, LLC reports $532,920,068 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

**What types of clients does Wealth Intelligently Navigated, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (225); individuals (other than high net worth individuals) (173); corporations or other businesses not listed above (10).

**Which custodians does Wealth Intelligently Navigated, LLC use?**
Wealth Intelligently Navigated, 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 Wealth Intelligently Navigated, 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/340998

**Does Wealth Intelligently Navigated, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 20, 2026 says: "There is no minimum account size to open and maintain an advisory account."

**What changed in Wealth Intelligently Navigated, LLC's recent Form ADV filings?**
In the October 2026 filing data: Added an office in Spartanburg, SC. No longer lists an office in Greer, SC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 20, 2026)

- Account minimum: None

> There is no minimum account size to open and maintain an advisory account.

- Hourly rate: $250 to $500 an hour (financial planning services)

> Hourly fees range from $250 - $500 per hour, depending on what is negotiated between WIN and the client.

- Flat fee: $1,200 to $20,000 (longer-term consulting projects)

> Fixed fees for longer-term consulting projects range from $1,200 to $20,000 per project.

- Flat fee: $1,000 to $3,000 (estate planning projects)

> Fixed fees for estate planning projects range from $1,000 to $3,000 per project.

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: $532,920,068
- Discretionary: $530,330,000
- Non-discretionary: $2,590,068

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 173 | $223,826,429 |
| High net worth individuals | 225 | $290,974,357 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,329,201 |
| Corporations or other businesses not listed above | 10 | $12,790,081 |

### 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: 2026 (0 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, NH, OH, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Spartanburg, SC

### Websites listed on Form ADV (Item 1.I)
- winwealthadvisors.com
- Facebook facebook.com
- Instagram @wealthintelligentlynavigated
- LinkedIn @wealth-intelligently-navigated

## Changes in the filing (last 12 months)

### October 2026
- Added an office in Spartanburg, SC.
- No longer lists an office in Greer, SC.

### August 2026
- Employees performing advisory functions went from 2 to 7.
- Regulatory assets under management went from $0 to $532,920,068.
- Added an office in Greer, SC.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Intelligently Navigated, LLC (CRD 340998): Form ADV filing data as of October 2026.