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Navigate Private Wealth, LLC CRD 170774
$529M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12012 South 700 East Suite 100, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-03 |
| UT | RA | APPROVED | 2017-10-16 |
Branch Locations
12012 South 700 East Suite 100, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navigate Private Wealth, Llc | Draper | UT | 10/2017 | Present |
| Naturelens.cOm | Draper | UT | 10/2015 | Present |
1. NATURELENS.COM, not investment-related, Draper UT, OWNER,PHOTOGRAPHY, 1998, HRS:0-9. 2. Trustee of my grandson's and daughter's Supplemental Needs Trust called The Love For Miles Trust, not investment-related, Draper UT, Trustee, 2021, 0 hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-06 |
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