# WEALTH INTELLIGENTLY NAVIGATED, LLC

WEALTH INTELLIGENTLY NAVIGATED, LLC of SPARTANBURG, SC is an SEC-registered investment adviser.

## Registration

- CRD: 340998
- Type: SEC-registered investment adviser
- SEC file number: 801-135630
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Anthony Richard Mahfood | MANAGING PRINCIPAL | — |
| Steven Wayne Tolleson | MANAGING PRINCIPAL | — |
| Anna Flasch Wolford | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340998/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340998/similar
- Related entities: https://search.stillhousedata.com/firm/340998/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340998

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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.