NAVIGATION WEALTH MANAGEMENT, INC.
Legal name: NAVIGATION WEALTH MANAGEMENT
CRD #282640 SEC #801-119615 FORT COLLINS, CO 970-672-1236
SEC Registered
Total AUM
$127.7M
Discretionary
$127.7M
Employees
10
Clients
51
Accounts
1,470
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $127.7M | $127.7M | $0 | 10 | 0 |
| Sep 2025 | $127.7M | $127.7M | $0 | 10 | 0 |
| Feb 2025 | $127.7M | $127.7M | $0 | 11 | 0 |
| Jan 2025 | $127.7M | $127.7M | $0 | 11 | 0 |
| Nov 2024 | $140M | $140M | $0 | 11 | 0 |
| Aug 2024 | $140M | $140M | $0 | 10 | 0 |
| May 2024 | $129.3M | $129.3M | $0 | 10 | 0 |
| Apr 2024 | $129.3M | $129.3M | $0 | 9 | 0 |
| Jan 2024 | $129.3M | $129.3M | $0 | 8 | 0 |
| Oct 2023 | $124.1M | $124.1M | $0 | 8 | 0 |
| Jul 2023 | $120.5M | $120.5M | $0 | 10 | 0 |
| Jul 2023 | $120.5M | $120.5M | $0 | 10 | 0 |
| Jun 2023 | $109.6M | $109.6M | $0 | 10 | 0 |
| Feb 2023 | $109.6M | $109.6M | $0 | 9 | 0 |
| Oct 2022 | $109M | $109M | $0 | 9 | 0 |
| Oct 2022 | $109M | $109M | $0 | 9 | 0 |
| Jun 2022 | $119.3M | $119.3M | $0 | 9 | 0 |
| Feb 2022 | $119.3M | $119.3M | $0 | 8 | 0 |
| Sep 2021 | $125.6M | $125.6M | $0 | 8 | 0 |
| Feb 2021 | $109.3M | $109.3M | $0 | 8 | 0 |
| Dec 2020 | $100.9M | $100.9M | $0 | 8 | 0 |
| Sep 2020 | $100.9M | $100.9M | $0 | 8 | 0 |
DateNov 2025
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees10
Clients0
DateSep 2025
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees10
Clients0
DateFeb 2025
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees11
Clients0
DateJan 2025
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees11
Clients0
DateNov 2024
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees11
Clients0
DateAug 2024
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees10
Clients0
DateMay 2024
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees10
Clients0
DateApr 2024
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees9
Clients0
DateJan 2024
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees8
Clients0
DateOct 2023
Total AUM$124.1M
Discretionary$124.1M
Non-Disc.$0
Employees8
Clients0
DateJul 2023
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees10
Clients0
DateJul 2023
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees10
Clients0
DateJun 2023
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees10
Clients0
DateFeb 2023
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees9
Clients0
DateOct 2022
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees9
Clients0
DateOct 2022
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees9
Clients0
DateJun 2022
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees9
Clients0
DateFeb 2022
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees8
Clients0
DateSep 2021
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$109.3M
Discretionary$109.3M
Non-Disc.$0
Employees8
Clients0
DateDec 2020
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees8
Clients0