NAVIGATE WEALTH MANAGEMENT, LLC
CRD #173770 SEC #801-114048 BIRMINGHAM, AL 205-224-9500
SEC Registered
Total AUM
$354.6M
Discretionary
$354.6M
Employees
8
Clients
25
Accounts
776
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $354.6M | $354.6M | $0 | 8 | 0 |
| Mar 2024 | $294.5M | $294.5M | $0 | 8 | 0 |
| Mar 2023 | $226.6M | $226.6M | $0 | 7 | 0 |
| Sep 2022 | $230.6M | $230.6M | $0 | 6 | 0 |
| Mar 2022 | $230.6M | $230.6M | $0 | 6 | 0 |
| Mar 2021 | $209.6M | $209.6M | $0 | 2 | 0 |
| Jul 2020 | $180.7M | $180.7M | $0 | 2 | 0 |
| Jun 2020 | $180.7M | $180.7M | $0 | 2 | 0 |
| May 2020 | $180.7M | $180.7M | $0 | 2 | 0 |
| Mar 2020 | $180.7M | $180.7M | $0 | 2 | 0 |
| Mar 2019 | $134.9M | $134.9M | $0 | 2 | 0 |
| Sep 2018 | $108.4M | $108.4M | $0 | 2 | 0 |
| Aug 2018 | $108.4M | $108.4M | $0 | 2 | 0 |
DateMar 2025
Total AUM$354.6M
Discretionary$354.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$294.5M
Discretionary$294.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$226.6M
Discretionary$226.6M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$230.6M
Discretionary$230.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$230.6M
Discretionary$230.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$209.6M
Discretionary$209.6M
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees2
Clients0