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Navigation Wealth Management

Navigation Wealth Management. CRD 282640

N

CRD: 282640

Navigation Wealth Management

Fort Collins, CO, 80525
9706721236
www.navwm.com
$103.2M Total AUM
$103.2M Disc. AUM
-1.6% 3Y CAGR
8 Employees
962 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Nationwide
Clients
Retail and Institutional
Platforms
--
Established Date
04-05-2016
Office Locations
2

Office Locations

2015 Central AVE Suite B Cheyenne WY
2038 Caribou Drive Suite 100 Fort Collins CO

About Navigation Wealth Management

Navigation Wealth Management (NWM) provides financial planning and investment management focused on retirement income strategies and tax-efficient wealth transfer to the next generation. The firm educates clients on building multiple income streams in retirement and uses stocks and stock funds as core vehicles, alongside planning areas like tax, estate, and insurance. Clients can access accounts through the COMPASS online portal.

Team overview

60 AVG AGE
$12.9M AVG AUM / ADVISOR
$107.3K AVG AUM / CLIENT
5.7 yrs AVG TENURE
8 Employees
8 Advisory Reps
8 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Summit Delta Legacy frontier

Client Personas

Atlas

Investment Themes

Harbor legacy Ridge north Glacier wave

Investment Vehicles

Focus wave

Services

Catalyst bridge Pathway oak Vector Bridge meridian Foundation beacon Pathway glacier

Owner & Executives

ADAM EDWARD BRUNIN

ADAM EDWARD BRUNIN

Chief Compliance Officer, President

CRD
#4407663
Ownership
75% or more
(212) 516-7142
insight.oak@bridgecapital.com
in linkedin.com/in/optima-catalyst

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Contacts

S

Seth Brunin

--

CRD
#8205751
(490) 302-9429
vertex.vector@catalystcapital.com
in linkedin.com/in/eagle-radial
W

William Louis Carpenter

Investment Advisor

CRD
#7564056
(776) 398-9714
signal.legacy@unisoncapital.com
in linkedin.com/in/radial-capital
P

Prime ember

Eagle element

CRD
#51136
(661) 272-9435
optima.matrix@capitalcapital.com
in linkedin.com/in/ember-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-13-2022
10-03-2023
11-26-2024
11-07-2025
03-11-2026
Category Assets AVG. Account size
Discretionary $103,175,002 $79,243
Non-Discretionary $0 --
Total $103,175,002 $79,243

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Separately Managed Accounts

Total SMA Asset: $103,175,002

$103.2M Total SMA
Public Funds:
30.1%
Equity - Exchange:
25.6%
U.S. Government/Agency:
44.3%
Asset class Assets Assets %
Public Funds $864,407,641 30.1%
Equity - Exchange $735,177,263 25.6%
U.S. Government/Agency $1,272,201,280 44.3%
Total $2,871,786,184 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
RADIAL QUANTUM EMBER ALPHA F6F3ZPP2Y KLPS 6.14% $82,636,978
EAGLE INSIGHT TIMBER LEGACY ZENITH TULXQVNSW YHRZI 1.15% $97,487,733
BRIDGE MATRIX PEAK BEACON EAGLE 84C70FFU4 CIOCG 9.98% $36,787,982
DELTA SUMMIT RADIAL FOCUS WAVE 5XR4AWS6F ZKOXD 9.16% $32,425,056
NORTH QUANTUM EAGLE RIDGE CAPITAL 26BQGAY24 UUZR 8.14% $14,111,252
PIONEER OAK VERTEX RADIAL PRIME 1LD3KWXKM RIE 7.60% $102,228,574
NORTH EAGLE GLACIER BEACON XQO20855A FPOOA 10.94% $79,580,523
PIONEER OAK NORTH VECTOR FOUNDATION K1DV6VI88 IGBK 9.54% $41,919,788

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