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Naviant Partners, LLC CRD 339108
$177M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
314 Magnolia Avenue Ste 300, Fairhope, AL 36532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-02-06 |
| TX | RA | APPROVED | 2026-01-14 |
Branch Locations
227 N Loop 1604 Suite 130, San Antonio, TX 78232 • United States
314 Magnolia Avenue Ste 300, Fairhope, AL 36532 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 02/2007 | 03/2018 |
| Raymond James & Associates | San Antonio | TX | 03/2018 | 08/2019 |
| Stone Oak Wealth Management, Llc | San Antonio | TX | 08/2019 | 01/2026 |
| Naviant Partners, Llc | San Antonio | TX | 01/2026 | Present |
1) Messina Enterprises LLC; Investment-related; San Antonio, TX. 78258; Rental property holdings; Partner; 1/30/2024; 0 hours per month; 0 during trading hours; Management of the entity 2) Respite Care of San Antonio Foundation; Investment related; San Antonio, TX. 78212; Endowment of Respite Care of San Antonio; Board Member; 7/1/2010; Less than 1 hour per month; 0 during trading hours; Attend board meetings and vote for items on the agenda. Attend functions and raise money as needed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-11-27 |
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