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Navigate Private Wealth, LLC

Navigate Private Wealth, LLC. CRD 170774

Navigate Private Wealth, LLC logo

CRD: 170774

Navigate Private Wealth, LLC

Draper, UT, 84020
8016764588
www.navigateprivatewealth.com
$529.2M Total AUM
$526.9M Disc. AUM
4.5% 3Y CAGR
11 Employees
1,929 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
GlacierCrest
Established Date
05-02-2014
Office Locations
2

Office Locations

12012 South 700 East Suite 100 Draper UT
1830 East 3100 North, Suite A Layton UT

About Navigate Private Wealth, LLC

Navigate Private Wealth, LLC is a fiduciary, tech-enabled wealth management firm offering financial planning and ongoing investment management for individuals and families, with experience serving business owners and entrepreneurs. The team emphasizes a process-driven, relationship-first approach and uses modern reporting/planning tools to support goal setting, risk management, and portfolio construction. Custody is supported via Fidelity/NFS.

Team overview

33 AVG AGE
$75.6M AVG AUM / ADVISOR
$274.4K AVG AUM / CLIENT
8.8 yrs AVG TENURE
11 Employees
7 Advisory Reps
7 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Quantum horizon Optima oak

Client Personas

Alpha vital Matrix

Custodian

Ember Zenith Harbor

Investment Themes

Catalyst Pathway summit Radial

Investment Vehicles

Signal

Platform

Catalyst Signal

Services

Vital optima Vector foundation Oak pathway Signal meridian Prime prime Frontier foundation Element ridge Beacon legacy Quantum pioneer Momentum

Technology

Timber Harbor

Owner & Executives

DAVID SCOTT BUNNELL

DAVID SCOTT BUNNELL

Chief Compliance Officer, Financial Advisor, General Partner, Managing Member

CRD
#2135586
Ownership
10% but less than 25%
(206) 730-5364
zenith.pioneer@catalystcapital.com
in linkedin.com/in/crest-pathway

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Contacts

DAVID ALEX BUNNELL

DAVID ALEX BUNNELL

Managing Principal

CRD
#6466078
(578) 767-4493
optima.bridge@valuecapital.com
in linkedin.com/in/zenith-catalyst
MARK HAROLD BURGON

MARK HAROLD BURGON

Financial Advisor, General Partner

CRD
#4217852
(856) 332-5122
ridge.value@fusioncapital.com
in linkedin.com/in/north-unison
F

Foundation vertex

Eagle peak momentum

CRD
#87150
(556) 498-5123
focus.atlas@zenithcapital.com
in linkedin.com/in/quantum-fusion

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-21-2022
11-09-2023
11-15-2024
02-10-2025
03-10-2026
Category Assets AVG. Account size
Discretionary $526,937,874 $278,361
Non-Discretionary $2,290,333 $63,620
Total $529,228,207 $274,354

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Separately Managed Accounts

Total SMA Asset: $529,228,207

$529.2M Total SMA
Public Funds:
18.8%
Cash:
24.1%
Other:
57.1%
Asset class Assets Assets %
Public Funds $1,122,835,401 18.8%
Cash $1,439,379,424 24.1%
Other $3,410,313,906 57.1%
Total $5,972,528,731 100.0%

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