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Navigate Wealth Management, LLC CRD 173770
$430M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2850 19Th Street South Suite 350, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-09-01 |
Branch Locations
2208 University Blvd. Suite 102, Birmingham, AL 35233 • United States
2850 19Th Street South Suite 350, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Porter White Investment Advisors, Inc. | Birmingham | AL | 06/2011 | 10/2020 |
| Equita Financial Network, Inc. | Fort Washington | PA | 10/2020 | 08/2022 |
| Abeona Wealth, Llc | Birmingham | AL | 10/2020 | Present |
| Navigate Wealth Management, Llc | Birmingham | AL | 09/2022 | Present |
Trustee for the AL Episcopal Diocese Endowment. Not Investment-related; Alabama; Approximately 1 hr/mo outside trading hours; The Endowment is not an advisory client and Ms. Meadows does not have check writing authority on the endowment. Treasurer for Kiwanis Club of Birmingham. Not Investment-related; Alabama; Approximately 2 hr/mo outside trading hours; The club is not an advisory client. Treasurer for Down's Syndrome of Alabama. Not Investment-related; Alabama; Approximately 2 hr/mo outside trading hours;The club is not an advisory client.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-02 |
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