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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 7, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNIN, ADAM, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 7, 2025 REGISTERED
Notice Filings (9)
AZ CA CO FL ID KS MO NM TX
Address
2038 CARIBOU DRIVESUITE 100
FORT COLLINS, CO 80525
United States
Phone: 970-672-1236