# WEALTH NAVIGATION, LLC

WEALTH NAVIGATION, LLC of CENTERVILLE, UT is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 140612
- Type: SEC-registered investment adviser
- SEC file number: 801-116880
- Location: 1222 W. LEGACY CROSSING BLVD, SUITE 6, CENTERVILLE, UT, 84014
- Phone: 801-335-8200
- Latest filing: 2026-03-30
- Regulatory AUM: $446.3M
- Discretionary AUM: $446.2M
- Non-discretionary AUM: $68K
- Clients: 12
- Accounts: 2,533

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Michael Scott Jones | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| Adam Craig Fisher | MANAGING PARTNER; OWNER | — |
| FISHER THEODORE JOHN | FOUNDER/CEO; MANAGING MEMBER/FOUNDER/CEO; MEMBER/FOUNDER (+2 more) | — |
| TULLIS ROGER MATTHEW | MANAGING MEMBER/CIO; OWNER | — |
| FISHER ADAM CRAIG | MANAGING MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER; MANAGING PARTNER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| HALLIDAY RYAN PAUL | MANAGING MEMBER/PRESIDENT; MANAGING PARTNER/CHIEF INVESTMENT OFFICER; PRESIDENT | — |
| JONES MICHAEL SCOTT | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER; DIRECTOR OF OPERATIONS; DIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICER | — |
| ELDREDGE TREVOR BRENT | CHIEF LEGAL OFFICER | — |
| THACKERAY DUSTIN CHAD | DIRECTOR OF INVESTMENTS | — |
| SMARTT STEVEN KENNETH | MANAGING DIRECTOR | — |
| FISHER TRICIA LITTLEFIELD | MEMBER | — |
| ELDREDGE TREVOR B | CHIEF LEGAL OFFICER | — |
| RUSHTON JACOB ZEKE | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| IDAHO FALLS | ID | 4 | 208-419-8396 |
| IDAHO FALLS | ID | 4 | 208-419-8396 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140612/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140612/similar
- Related entities: https://search.stillhousedata.com/firm/140612/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140612

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.