NAVIGATION WEALTH MANAGEMENT, INC.

NAVIGATION WEALTH MANAGEMENT, INC. of FORT COLLINS, CO is an SEC-registered investment adviser (CRD 282640). Regulatory assets under management: $103.2M.

Registration

• CRD: 282640
• SEC file number: 801-119615
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282640 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search