Wealth Navigation, Llc
- Regulatory AUM
- $446M
- Discretionary
- $446M
- Clients
- 932
- Avg AUM / client
- $479K
- Accounts
- 2,533
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 639 | $70.1M | 15.7% |
| High net worth individuals | 259 | $303M | 67.8% |
| Pension and profit sharing plans | 27 | $68.3M | 15.3% |
| Corporations and other businesses | 7 | $5.3M | 1.19% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Potato Products Of Idaho 401(k) Plan Potato Products Of Idaho | 2024 | |
| First Colony Mortgage Corp. Profit Sharing Plan First Colony Mortgage Corp. | 2024 | |
| Hawx Services Llc 401(k) Plan Hawx Services Llc | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Craig Fisher | Managing Partner | Sep 2006 (20y) | ≈ 31.64% – 100% via The Adam Craig Fisher Trust | |
| Michael Scott Jones | Chief Operating Officer / Chief Compliance Officer | Apr 2015 (11y) | Less than 5% | |
| Joseph Scott Cannon | Registered representative | CFP | Jan 2014 (13y) | |
| Larry Troy Clayton | Registered representative | Mar 2018 (8y) | ||
| Porter Clayton | Registered representative | CFP | Jun 2023 (3y) | |
| Scott Stowell | Registered representative | Apr 2024 (2y) | ||
| Tyson Mc Donald | Registered representative | May 2024 (2y) | ||
| Nathan Mc Kell Riggs | Registered representative | CFP | Jan 2025 (2y) | |
| Jason Donald Caperton | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wn Holdings, Llc | Member | Nov 2008 | A | 75% or more |
| Axis Family Holdings, Llc | Managing Member | Jan 2009 | B | ≈ 56.25% – 100% via Wn Holdings, Llc |
| The Adam Craig Fisher Trust | Owner | Jan 2009 | B | ≈ 42.19% – 100% via Axis Family Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Adam Craig Fisher: 75% – 100% of The Adam Craig Fisher Trust × 75% – 100% of Axis Family Holdings, Llc × 75% – 100% of Wn Holdings, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Axis Family Holdings, Llc: 75% – 100% of Wn Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- The Adam Craig Fisher Trust: 75% – 100% of Axis Family Holdings, Llc × 75% – 100% of Wn Holdings, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Potato Products Of Idaho 401(k) Plan | Potato Products Of Idaho | 340 | $5.7M | 01/01/2024 |
| First Colony Mortgage Corp. Profit Sharing Plan | First Colony Mortgage Corp. | 301 | $23.3M | 01/01/2024 |
| Hawx Services Llc 401(k) Plan | Hawx Services Llc | 364 | $2.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $345M (77% of AUM) Mar 2026
- American Funds Distributors, Inc. $7.1M (3% of AUM) Jun 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗