STRATEGIC NAVIGATORS PRIVATE WEALTH

STRATEGIC NAVIGATORS PRIVATE WEALTH of GRAND RAPIDS, MI is an SEC-registered investment adviser (CRD 323003). Regulatory assets under management: $14.6M.

Registration

• CRD: 323003
• Type: Registered investment adviser
• Location: 5030 CORPORATE EXCHANGE BLVD SE, GRAND RAPIDS, MI, 49512
• Phone: 616-635-6598
• Latest filing: 2026-07-01
• Regulatory AUM: $14.6M
• Discretionary AUM: $14.6M
• Clients: 1
• Accounts: 79

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323003 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search