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Navigate Wealth Management, LLC

Navigate Wealth Management, LLC. CRD 173770

Navigate Wealth Management, LLC logo

CRD: 173770

Navigate Wealth Management, LLC

Birmingham, AL, 35209
2052249500
navigatewealth.com
$429.6M Total AUM
$429.6M Disc. AUM
23.8% 3Y CAGR
8 Employees
274 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Horizon
Established Date
02-19-2015
Office Locations
3

Office Locations

1800 Providence Park Suite 250 Birmingham AL
2208 University Blvd. Suite 102 Birmingham AL
2850 19th Street South Suite 350 Birmingham AL

About Navigate Wealth Management, LLC

Navigate Wealth Management is a Birmingham, AL-based independent RIA that sells no financial products and receives no commissions, emphasizing transparency. It provides wealth management and comprehensive planning aligned to client goals, objectives, and risk tolerance, constructing portfolios largely with public funds (mutual funds and ETFs) plus fixed income. Serves retail and institutional clients; custodies primarily at Schwab and uses Tamarac.

Team overview

42 AVG AGE
$71.6M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
6 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Summit harbor

Custodian

Summit alpha

Investment Themes

Signal glacier Crest

Investment Vehicles

Radial

Platform

Bridge

Services

Ridge Timber Focus Summit Timber

Technology

Foundation vertex

Owner & Executives

CARL JOHAN GRAHS

CARL JOHAN GRAHS

Chief Compliance Officer, Partner, PRINCIPAL

CRD
#4817261
Ownership
50% but less than 75%
(402) 218-4980
zenith.vector@oakcapital.com
in linkedin.com/in/zenith-prime
CALEB RYAN HOPKINS

CALEB RYAN HOPKINS

Chief Compliance Officer, Managing Member, PRINCIPAL

CRD
#5847819
Ownership
50% but less than 75%
(879) 646-2055
momentum.unison@alphacapital.com
in linkedin.com/in/fusion-catalyst

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Contacts

J

JAMES M. BURNETT JR.

--

CRD
#4701527
(665) 362-2792
frontier.meridian@northcapital.com
in linkedin.com/in/horizon-optima
JONATHAN LUKE FARGASON

JONATHAN LUKE FARGASON

Senior Wealth Advisor

CRD
#6451899
(841) 523-7870
element.value@frontiercapital.com
in linkedin.com/in/delta-meridian
C

Catalyst oak

Delta legacy horizon

CRD
#10196
(426) 327-1722
radial.fusion@frontiercapital.com
in linkedin.com/in/value-harbor

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-06-2022
03-22-2023
03-21-2024
03-21-2025
04-06-2026
Category Assets AVG. Account size
Discretionary $429,568,664 $492,060
Non-Discretionary $0 --
Total $429,568,664 $492,060

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Separately Managed Accounts

Total SMA Asset: $429,568,664

$429.6M Total SMA
Public Funds:
33.6%
U.S. Government/Agency:
15.3%
Equity - Exchange:
16.4%
Cash:
14.9%
Other:
19.8%
Asset class Assets Assets %
Public Funds $2,064,194,383 33.6%
U.S. Government/Agency $939,945,657 15.3%
Equity - Exchange $1,007,523,449 16.4%
Cash $915,371,914 14.9%
Other $1,216,400,261 19.8%
Total $6,143,435,664 100.0%

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