Navigate Private Wealth, Llc
- Regulatory AUM
- $529M
- Discretionary
- $527M
- Clients
- 1,929
- Avg AUM / client
- $274K
- Accounts
- 1,929
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,713 | $244M | 46.1% |
| High net worth individuals | 216 | $285M | 53.9% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Scott Bunnell | Managing Member And Chief Compliance Officer | May 2014 (12y) | ≈ 18.75% – 50% via Navigate Holdings Llc | |
| Mark Harold Burgon | Managing Member | CFP | May 2014 (12y) | ≈ 18.75% – 50% via Navigate Holdings Llc |
| Riley James Hendrickson | Managing Member | May 2016 (10y) | ≈ 18.75% – 50% via Navigate Holdings Llc | |
| Hendrickson, Steven, William | Managing Member | Oct 2023 (3y) | ≈ 18.75% – 50% via Navigate Holdings Llc | |
| Murray Jay Peters | Registered representative | Oct 2017 (9y) | ||
| Stephen Michael Smith | Registered representative | May 2018 (8y) | ||
| Spencer David Cazier | Registered representative | CFP | Jun 2018 (8y) | |
| David Alex Bunnell | Registered representative | Chartered Financial Consultant | Jul 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Navigate Holdings Llc | Managing Member | Oct 2023 | A | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- David Scott Bunnell: 25% – 50% of Navigate Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Mark Harold Burgon: 25% – 50% of Navigate Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Riley James Hendrickson: 25% – 50% of Navigate Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Hendrickson, Steven, William: 25% – 50% of Navigate Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $530M (100% of AUM) Mar 2026
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 10, 2026.
View current Form ADV (SEC/IAPD) ↗