RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Alabama
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 21, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GRAHS, CARL, JOHANIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
GRAHS, CARL, JOHANIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
GRAHS, CARL, JOHANIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
GRAHS, CARL, JOHANIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
GRAHS, CARL, JOHANIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
GRAHS, CARL, JOHANIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
GRAHS, CARL, JOHANIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
GRAHS, CARL, JOHANIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
GRAHS, CARL, JOHANIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
GRAHS, CARL, JOHANIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
GRAHS, CARL, JOHANIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
GRAHS, CARL, JOHANIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
GRAHS, CARL, JOHANIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
HOPKINS, CALEB, RYANIPRINCIPALD Control
HOPKINS, CALEB, RYANIPRINCIPALD Control
HOPKINS, CALEB, RYANIPRINCIPALD Control
HOPKINS, CALEB, RYANIPRINCIPALD Control
HOPKINS, CALEB, RYANIPRINCIPALD Control
HOPKINS, CALEB, RYANIPRINCIPALD Control
HOPKINS, CALEB, RYANIPRINCIPALD Control
HOPKINS, CALEB, RYANIPRINCIPALD Control
HOPKINS, CALEB, RYANIPRINCIPALD Control
HOPKINS, CALEB, RYANIPRINCIPALD Control
HOPKINS, CALEB, RYANIPRINCIPALD Control
HOPKINS, CALEB, RYANIPRINCIPALD Control
HOPKINS, CALEB, RYANIPRINCIPALD Control

Registrations

Federal

IA
Mar 21, 2025 REGISTERED

Notice Filings (5)

AL LA MS TN TX

Address

ONE INDEPENDENCE PLAZA
SUITE 816
BIRMINGHAM, AL 35209
United States
Phone: 205-224-9500