WEALTH NAVIGATION, LLC
Legal name: OAK LANE ADVISORS
CRD #140612 SEC #801-116880 CENTERVILLE, UT 801-335-8200
SEC Registered Disclosures
Total AUM
$367.3M
Discretionary
$367.3M
Employees
12
Clients
10
Accounts
2,258
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $367.3M | $367.3M | $0 | 12 | 5 |
| Aug 2025 | $367.3M | $367.3M | $0 | 12 | 5 |
| Aug 2025 | $367.3M | $367.3M | $0 | 12 | 5 |
| Mar 2025 | $367.3M | $367.3M | $0 | 12 | 5 |
| Apr 2024 | $305.2M | $305.2M | $0 | 6 | 0 |
| Mar 2024 | $305.2M | $305.2M | $0 | 6 | 0 |
| Jun 2023 | $258.7M | $250.7M | $8M | 6 | 0 |
| Apr 2023 | $258.7M | $250.7M | $8M | 6 | 0 |
| Apr 2023 | $258.7M | $250.7M | $8M | 6 | 0 |
| Mar 2023 | $258.7M | $250.7M | $8M | 6 | 0 |
| Nov 2022 | $265.7M | $254.3M | $11.4M | 7 | 0 |
| Jun 2022 | $265.7M | $254.3M | $11.4M | 7 | 0 |
| Mar 2022 | $265.7M | $254.3M | $11.4M | 8 | 0 |
| Jan 2022 | $193M | $184.5M | $8.5M | 7 | 0 |
| Dec 2021 | $193M | $184.5M | $8.5M | 7 | 0 |
| Mar 2021 | $193M | $184.5M | $8.5M | 7 | 0 |
| Apr 2020 | $159.5M | $159.5M | $0 | 7 | 0 |
| Mar 2020 | $159.5M | $159.5M | $0 | 7 | 0 |
| Aug 2019 | $111.4M | $111.4M | $0 | 11 | 0 |
| May 2019 | $111.4M | $111.4M | $0 | 11 | 0 |
| Sep 2017 | $72M | $72M | $0 | 11 | 200 |
| Sep 2017 | $72M | $72M | $0 | 11 | 200 |
| Aug 2017 | $72M | $72M | $0 | 11 | 200 |
| Apr 2017 | $72M | $72M | $0 | 11 | 200 |
| Jan 2017 | $62M | $62M | $0 | 11 | 200 |
| Jan 2017 | $62M | $62M | $0 | 11 | 200 |
| Nov 2016 | $62M | $62M | $0 | 11 | 200 |
| Oct 2016 | $62M | $62M | $0 | 11 | 200 |
| Aug 2016 | $62M | $62M | $0 | 11 | 200 |
| Jun 2016 | $62M | $62M | $0 | 11 | 200 |
| Mar 2016 | $62M | $62M | $0 | 13 | 200 |
| Jul 2015 | $286.8M | $286.8M | $0 | 10 | 250 |
| Jun 2015 | $286.8M | $286.8M | $0 | 10 | 250 |
| Apr 2015 | $286.8M | $286.8M | $0 | 10 | 250 |
| Mar 2015 | $286.8M | $286.8M | $0 | 10 | 250 |
| Mar 2015 | $286.8M | $286.8M | $0 | 10 | 250 |
| Feb 2015 | $286.8M | $286.8M | $0 | 10 | 250 |
| Oct 2014 | $210M | $210M | $0 | 11 | 250 |
| Aug 2014 | $210M | $210M | $0 | 11 | 250 |
| Mar 2014 | $210M | $210M | $0 | 11 | 250 |
| Feb 2014 | $210M | $210M | $0 | 11 | 250 |
| Apr 2013 | $163M | $163M | $0 | 10 | 220 |
| Apr 2012 | $95M | $95M | $0 | 11 | 200 |
| Mar 2011 | $95M | $95M | $0 | -- | -- |
| Mar 2010 | $65M | $65M | $0 | 10 | -- |
| Mar 2009 | $75M | $40M | $35M | 10 | -- |
| Jun 2007 | $25M | $0 | $25M | 10 | -- |
DateAug 2025
Total AUM$367.3M
Discretionary$367.3M
Non-Disc.$0
Employees12
Clients5
DateAug 2025
Total AUM$367.3M
Discretionary$367.3M
Non-Disc.$0
Employees12
Clients5
DateAug 2025
Total AUM$367.3M
Discretionary$367.3M
Non-Disc.$0
Employees12
Clients5
DateMar 2025
Total AUM$367.3M
Discretionary$367.3M
Non-Disc.$0
Employees12
Clients5
DateApr 2024
Total AUM$305.2M
Discretionary$305.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$305.2M
Discretionary$305.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$258.7M
Discretionary$250.7M
Non-Disc.$8M
Employees6
Clients0
DateApr 2023
Total AUM$258.7M
Discretionary$250.7M
Non-Disc.$8M
Employees6
Clients0
DateApr 2023
Total AUM$258.7M
Discretionary$250.7M
Non-Disc.$8M
Employees6
Clients0
DateMar 2023
Total AUM$258.7M
Discretionary$250.7M
Non-Disc.$8M
Employees6
Clients0
DateNov 2022
Total AUM$265.7M
Discretionary$254.3M
Non-Disc.$11.4M
Employees7
Clients0
DateJun 2022
Total AUM$265.7M
Discretionary$254.3M
Non-Disc.$11.4M
Employees7
Clients0
DateMar 2022
Total AUM$265.7M
Discretionary$254.3M
Non-Disc.$11.4M
Employees8
Clients0
DateJan 2022
Total AUM$193M
Discretionary$184.5M
Non-Disc.$8.5M
Employees7
Clients0
DateDec 2021
Total AUM$193M
Discretionary$184.5M
Non-Disc.$8.5M
Employees7
Clients0
DateMar 2021
Total AUM$193M
Discretionary$184.5M
Non-Disc.$8.5M
Employees7
Clients0
DateApr 2020
Total AUM$159.5M
Discretionary$159.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$159.5M
Discretionary$159.5M
Non-Disc.$0
Employees7
Clients0
DateAug 2019
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees11
Clients0
DateMay 2019
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees11
Clients0
DateSep 2017
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees11
Clients200
DateSep 2017
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees11
Clients200
DateAug 2017
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees11
Clients200
DateApr 2017
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees11
Clients200
DateJan 2017
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees11
Clients200
DateJan 2017
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees11
Clients200
DateNov 2016
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees11
Clients200
DateOct 2016
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees11
Clients200
DateAug 2016
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees11
Clients200
DateJun 2016
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees11
Clients200
DateMar 2016
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees13
Clients200
DateJul 2015
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees10
Clients250
DateJun 2015
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees10
Clients250
DateApr 2015
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees10
Clients250
DateMar 2015
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees10
Clients250
DateMar 2015
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees10
Clients250
DateFeb 2015
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees10
Clients250
DateOct 2014
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees11
Clients250
DateAug 2014
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees11
Clients250
DateMar 2014
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees11
Clients250
DateFeb 2014
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees11
Clients250
DateApr 2013
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees10
Clients220
DateApr 2012
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees11
Clients200
DateMar 2011
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$75M
Discretionary$40M
Non-Disc.$35M
Employees10
Clients--
DateJun 2007
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees10
Clients--