NAVIGATE PRIVATE WEALTH, LLC

CRD #170774 SEC #801-79648 DRAPER, UT 801-676-4588

SEC Registered

Total AUM

$462.6M

Discretionary

$461M

Employees

Clients

Accounts

1,804

Firm Details

Organization Type: Limited Liability Company
State of Formation: Utah
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Feb 11, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
NAVIGATE HOLDINGS LLC	DE	MANAGING MEMBER	E	Control
NAVIGATE HOLDINGS LLC	DE	MANAGING MEMBER	E	Control
NAVIGATE HOLDINGS LLC	DE	MANAGING MEMBER	E	Control
NAVIGATE HOLDINGS LLC	DE	MANAGING MEMBER	E	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BUNNELL, DAVID, SCOTT	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
BURGON, MARK, HAROLD	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
EATON, DAVID, KING	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
FORD, JERRY, LYNN	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HENDRICKSON, STEVEN, WILLIAM	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
HOLBROOK, PAUL, BRYSON	I	MANAGING MEMBER	B	Control
Hendrickson, Riley, James	I	MANAGING MEMBER	B
Hendrickson, Riley, James	I	MANAGING MEMBER	B
Hendrickson, Riley, James	I	MANAGING MEMBER	B
Hendrickson, Riley, James	I	MANAGING MEMBER	B
Hendrickson, Riley, James	I	MANAGING MEMBER	B
RILEY, MICHAEL, BRANDON	I	MANAGING MEMBER	B	Control
RILEY, MICHAEL, BRANDON	I	MANAGING MEMBER	B	Control
RILEY, MICHAEL, BRANDON	I	MANAGING MEMBER	B	Control
RILEY, MICHAEL, BRANDON	I	MANAGING MEMBER	B	Control
RILEY, MICHAEL, BRANDON	I	MANAGING MEMBER	B	Control
RILEY, MICHAEL, BRANDON	I	MANAGING MEMBER	B	Control
RILEY, MICHAEL, BRANDON	I	MANAGING MEMBER	B	Control
RILEY, MICHAEL, BRANDON	I	MANAGING MEMBER	B	Control
RILEY, MICHAEL, BRANDON	I	MANAGING MEMBER	B	Control
RILEY, MICHAEL, BRANDON	I	MANAGING MEMBER	B	Control
RILEY, MICHAEL, BRANDON	I	MANAGING MEMBER	B	Control
RILEY, MICHAEL, BRANDON	I	MANAGING MEMBER	B	Control
RILEY, MICHAEL, BRANDON	I	MANAGING MEMBER	B	Control
RILEY, MICHAEL, BRANDON	I	MANAGING MEMBER	B	Control
RILEY, MICHAEL, BRANDON	I	MANAGING MEMBER	B	Control
RILEY, MICHAEL, BRANDON	I	MANAGING MEMBER	B	Control
RILEY, MICHAEL, BRANDON	I	MANAGING MEMBER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BUNNELL, DAVID, SCOTT	I	NAVIGATE HOLDINGS LLC	C	Control
BUNNELL, DAVID, SCOTT	I	NAVIGATE HOLDINGS LLC	C	Control
BUNNELL, DAVID, SCOTT	I	NAVIGATE HOLDINGS LLC	C	Control
BURGON, MARK, HAROLD	I	NAVIGATE HOLDINGS LLC	C	Control
BURGON, MARK, HAROLD	I	NAVIGATE HOLDINGS LLC	C	Control
BURGON, MARK, HAROLD	I	NAVIGATE HOLDINGS LLC	C	Control
HENDRICKSON, STEVEN, WILLIAM	I	NAVIGATE HOLDINGS LLC	C	Control
HENDRICKSON, STEVEN, WILLIAM	I	NAVIGATE HOLDINGS LLC	C	Control
HENDRICKSON, STEVEN, WILLIAM	I	NAVIGATE HOLDINGS LLC	C	Control
Hendrickson, Riley, James	I	NAVIGATE HOLDINGS LLC	C	Control
Hendrickson, Riley, James	I	NAVIGATE HOLDINGS LLC	C	Control
Hendrickson, Riley, James	I	NAVIGATE HOLDINGS LLC	C	Control

Registrations

Federal

Feb 11, 2025 REGISTERED

Notice Filings (15)

AR AZ CA CO FL GA ID NE NH NV OR SC TX UT WA

Address

12012 SOUTH 700 EAST
SUITE 100
DRAPER, UT 84020
United States

Phone: 801-676-4588