NAVIGATE PRIVATE WEALTH, LLC
CRD #170774 SEC #801-79648 DRAPER, UT 801-676-4588
SEC Registered
Total AUM
$462.6M
Discretionary
$461M
Employees
12
Clients
10
Accounts
1,804
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $462.6M | $461M | $1.5M | 12 | 0 |
| Nov 2024 | $395.2M | $395.2M | $0 | 13 | 0 |
| Jan 2024 | $395.2M | $395.2M | $0 | 13 | 0 |
| Nov 2023 | $338.9M | $338.9M | $0 | 17 | 0 |
| Jan 2023 | $338.9M | $338.9M | $0 | 17 | 0 |
| Dec 2022 | $459.9M | $459.9M | $0 | 16 | 0 |
| Oct 2022 | $459.9M | $459.9M | $0 | 16 | 0 |
| Jan 2022 | $459.9M | $459.9M | $0 | 16 | 0 |
| Feb 2021 | $376.6M | $376.6M | $0 | 16 | 0 |
| Nov 2020 | $323.9M | $323.9M | $0 | 16 | 2 |
| May 2020 | $323.9M | $323.9M | $0 | 16 | 2 |
| Feb 2020 | $323.9M | $323.9M | $0 | 16 | 2 |
| Feb 2020 | $323.9M | $323.9M | $0 | 16 | 2 |
| Nov 2019 | $306.7M | $306.7M | $0 | 12 | 0 |
| Oct 2019 | $306.7M | $306.7M | $0 | 12 | 0 |
| Jun 2019 | $306.7M | $306.7M | $0 | 13 | 0 |
| Jan 2019 | $306.7M | $306.7M | $0 | 13 | 0 |
| Mar 2018 | $331.9M | $331.9M | $0 | 18 | 0 |
| Nov 2017 | $304.6M | $304.6M | $0 | 19 | 0 |
| Aug 2017 | $275.2M | $275.2M | $0 | 19 | 1,164 |
| Aug 2017 | $275.2M | $275.2M | $0 | 19 | 1,164 |
| Feb 2017 | $275.2M | $275.2M | $0 | 19 | 1,164 |
| Nov 2016 | $259.7M | $259.7M | $0 | 20 | 749 |
| Jul 2016 | $259.7M | $259.7M | $0 | 20 | 749 |
| Jan 2016 | $259.7M | $259.7M | $0 | 20 | 749 |
| Dec 2015 | $273M | $273M | $0 | 9 | 1,200 |
| Feb 2015 | $273M | $273M | $0 | 9 | 1,200 |
| Jan 2015 | $273M | $273M | $0 | 9 | 1,200 |
| Aug 2014 | $273.9M | $273.9M | $0 | 9 | 0 |
| Jun 2014 | $0 | $0 | $0 | 9 | 0 |
| May 2014 | $0 | $0 | $0 | 9 | 0 |
| Apr 2014 | $0 | $0 | $0 | 9 | 0 |
DateFeb 2025
Total AUM$462.6M
Discretionary$461M
Non-Disc.$1.5M
Employees12
Clients0
DateNov 2024
Total AUM$395.2M
Discretionary$395.2M
Non-Disc.$0
Employees13
Clients0
DateJan 2024
Total AUM$395.2M
Discretionary$395.2M
Non-Disc.$0
Employees13
Clients0
DateNov 2023
Total AUM$338.9M
Discretionary$338.9M
Non-Disc.$0
Employees17
Clients0
DateJan 2023
Total AUM$338.9M
Discretionary$338.9M
Non-Disc.$0
Employees17
Clients0
DateDec 2022
Total AUM$459.9M
Discretionary$459.9M
Non-Disc.$0
Employees16
Clients0
DateOct 2022
Total AUM$459.9M
Discretionary$459.9M
Non-Disc.$0
Employees16
Clients0
DateJan 2022
Total AUM$459.9M
Discretionary$459.9M
Non-Disc.$0
Employees16
Clients0
DateFeb 2021
Total AUM$376.6M
Discretionary$376.6M
Non-Disc.$0
Employees16
Clients0
DateNov 2020
Total AUM$323.9M
Discretionary$323.9M
Non-Disc.$0
Employees16
Clients2
DateMay 2020
Total AUM$323.9M
Discretionary$323.9M
Non-Disc.$0
Employees16
Clients2
DateFeb 2020
Total AUM$323.9M
Discretionary$323.9M
Non-Disc.$0
Employees16
Clients2
DateFeb 2020
Total AUM$323.9M
Discretionary$323.9M
Non-Disc.$0
Employees16
Clients2
DateNov 2019
Total AUM$306.7M
Discretionary$306.7M
Non-Disc.$0
Employees12
Clients0
DateOct 2019
Total AUM$306.7M
Discretionary$306.7M
Non-Disc.$0
Employees12
Clients0
DateJun 2019
Total AUM$306.7M
Discretionary$306.7M
Non-Disc.$0
Employees13
Clients0
DateJan 2019
Total AUM$306.7M
Discretionary$306.7M
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$331.9M
Discretionary$331.9M
Non-Disc.$0
Employees18
Clients0
DateNov 2017
Total AUM$304.6M
Discretionary$304.6M
Non-Disc.$0
Employees19
Clients0
DateAug 2017
Total AUM$275.2M
Discretionary$275.2M
Non-Disc.$0
Employees19
Clients1,164
DateAug 2017
Total AUM$275.2M
Discretionary$275.2M
Non-Disc.$0
Employees19
Clients1,164
DateFeb 2017
Total AUM$275.2M
Discretionary$275.2M
Non-Disc.$0
Employees19
Clients1,164
DateNov 2016
Total AUM$259.7M
Discretionary$259.7M
Non-Disc.$0
Employees20
Clients749
DateJul 2016
Total AUM$259.7M
Discretionary$259.7M
Non-Disc.$0
Employees20
Clients749
DateJan 2016
Total AUM$259.7M
Discretionary$259.7M
Non-Disc.$0
Employees20
Clients749
DateDec 2015
Total AUM$273M
Discretionary$273M
Non-Disc.$0
Employees9
Clients1,200
DateFeb 2015
Total AUM$273M
Discretionary$273M
Non-Disc.$0
Employees9
Clients1,200
DateJan 2015
Total AUM$273M
Discretionary$273M
Non-Disc.$0
Employees9
Clients1,200
DateAug 2014
Total AUM$273.9M
Discretionary$273.9M
Non-Disc.$0
Employees9
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0