WEALTH INTELLIGENTLY NAVIGATED, LLC

WEALTH INTELLIGENTLY NAVIGATED, LLC of SPARTANBURG, SC is an SEC-registered investment adviser (CRD 340998). Regulatory assets under management: $532.9M.

Registration

• CRD: 340998
• SEC file number: 801-135630
• Type: Registered investment adviser
• Location: 149 WEST MAIN STREET, SUITE B, SPARTANBURG, SC, 29306
• Phone: (864) 375-4031
• Latest filing: 2026-07-20
• Regulatory AUM: $532.9M
• Discretionary AUM: $530.3M
• Non-discretionary AUM: $2.6M
• Clients: 7
• Accounts: 1,552

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340998 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search