W
CRD: 340998
Wealth Intelligently Navigated, LLC
$532.9M Total AUM
$530.3M Disc. AUM
-- 3Y CAGR
7 Employees
408 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-31-2026
- Office Locations
- 3
Office Locations
149 West Main Street Suite B Spartanburg SC
26 Parkway Commons WAY Greer SC
-- Simpsonville SC
About Wealth Intelligently Navigated, LLC
Wealth Intelligently Navigated, LLC is a Spartanburg-based RIA with 3 offices. The firm has been operating for 0 years. Managing $532.9M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
48 AVG AGE
$76.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
0.1 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ANTHONY RICHARD MAHFOOD
MANAGING PRINCIPAL
- CRD
- #2959577
- Ownership
- 50% but less than 75%
Available
Available
Available
S
STEVEN WAYNE TOLLESON
MANAGING PRINCIPAL
- CRD
- #6276568
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 3 owners & executives
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T
TIMOTHY FEW
--
- CRD
- #8308057
Available
Available
Available
R
ROBERT FRANCIS
--
- CRD
- #6561087
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $530,330,000 | -- |
| Non-Discretionary | $2,590,068 | -- |
| Total | $532,920,068 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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