NAVIGATE WEALTH MANAGEMENT, LLC

NAVIGATE WEALTH MANAGEMENT, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 173770). Regulatory assets under management: $429.6M.

Registration

• CRD: 173770
• SEC file number: 801-114048
• Type: Registered investment adviser
• Location: 2850 19TH STREET SOUTH, SUITE 350, BIRMINGHAM, AL, 35209
• Phone: 205-224-9500
• Latest filing: 2026-04-06
• Regulatory AUM: $429.6M
• Discretionary AUM: $429.6M
• Clients: 8
• Accounts: 873

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173770 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search