WEALTH NAVIGATION, LLC of CENTERVILLE, UT is an SEC-registered investment adviser (CRD 140612). Regulatory assets under management: $446.3M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| IDAHO FALLS | ID | 4 | 208-419-8396 |
| IDAHO FALLS | ID | 4 | 208-419-8396 |