NAVIGATE PRIVATE WEALTH, LLC

NAVIGATE PRIVATE WEALTH, LLC of DRAPER, UT is an SEC-registered investment adviser (CRD 170774). Regulatory assets under management: $529.2M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (11)

NameRoleLocation
David Scott BunnellMANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
Mark Harold BurgonMANAGING MEMBER
Riley James HendricksonMANAGING MEMBER
FORD KRISTINE LYNNMANAGING MEMBER
HENDRICKSON JEFFREY WILLIAMMANAGING MEMBER
EATON DAVID KINGMANAGING MEMBER
BURGON MARK HAROLDMANAGING MEMBER
HOLBROOK PAUL BRYSONMANAGING MEMBER
BUNNELL DAVID SCOTTMANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
RILEY MICHAEL BRANDONMANAGING MEMBER
Hendrickson Riley JamesMANAGING MEMBER

More on this firm