Anna Wolford has been Chief Compliance Officer of Wealth Intelligently Navigated since February 2026, is a control person of the firm and directly owns under 5% of it.
Wealth Intelligently Navigated, LLC is a Greer, SC firm with $533M under management, 408 clients and 7 advisers across 2 offices, as of its September 2026 filing.
Anna Wolford’s longest registration was 2 years at The Fiduciary Alliance (2023–2026). Before joining Wealth Intelligently Navigated in 2026, Anna Wolford was registered through The Fiduciary Alliance and Syntrinsic Investment Counsel, LLC.
- – present · under a yearSpartanburg, SC · Adviser representative · Firm CRD 340998
- The Fiduciary Alliance– · 2 yearsSpartanburg, SC · Adviser representative · Firm CRD 284924
- Syntrinsic Investment Counsel, LLC.– · 1 yearGreenville, SC · Adviser representative · Firm CRD 147978
- Beacon Pointe Advisors, LLC– · under a yearGreenville, SC · Adviser representative · Firm CRD 119290
Investment adviser representative registrations
Anna Wolford is registered as an investment adviser representative in South Carolina, since March 2026.
- South CarolinaSince 31 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 August 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Anna Flasch Wolford
- CRD
- 7368855
- Firm
- Wealth Intelligently Navigated · CRD 340998
- Role
- Chief Compliance Officer
- Office
- 150 E HENRY ST, BUILDING 2 FLOOR 3 , Spartanburg, SC 29306
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Anna Wolford work?
Anna Wolford has been Chief Compliance Officer of Wealth Intelligently Navigated, LLC since February 2026, and is a control person of the firm.
Is Anna Wolford a financial advisor?
Yes. Anna Wolford has a current investment-adviser registration in South Carolina, through Wealth Intelligently Navigated since March 2026.
How many years of experience does Anna Wolford have?
Anna Wolford has 4 years in the financial industry, since January 2022, across 4 adviser firms.
What exams has Anna Wolford passed?
Anna Wolford passed the Series 65 in August 2021.
Where did Anna Wolford work before Wealth Intelligently Navigated?
Before Wealth Intelligently Navigated, Anna Wolford was registered through Syntrinsic Investment Counsel, LLC., November 2021 to February 2023; Beacon Pointe Advisors, LLC, August 2021 to October 2021.
Where is Anna Wolford based?
Anna Wolford’s registered office is in Spartanburg, SC.
Is Anna Wolford registered with FINRA?
No. Anna Wolford has no current broker registration.
How can I verify Anna Wolford’s record?
Search CRD 7368855 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anna Wolford’s full registration record.