# NAVIGATION WEALTH MANAGEMENT, INC.

NAVIGATION WEALTH MANAGEMENT, INC. of FORT COLLINS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 282640
- Type: SEC-registered investment adviser
- SEC file number: 801-119615
- Location: 2038 CARIBOU DRIVE, SUITE 100, FORT COLLINS, CO, 80525
- Phone: 970-672-1236
- Latest filing: 2026-03-11
- Regulatory AUM: $103.2M
- Discretionary AUM: $103.2M
- Clients: 8
- Accounts: 1,302

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Adam Edward Brunin | PRESIDENT/CHIEF COMPLIANCE OFFICER | Fort Collins, CO |
| BRUNIN ADAM EDWARD | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282640/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282640/similar
- Related entities: https://search.stillhousedata.com/firm/282640/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282640

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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.