Navigate Private Wealth provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Navigate Private Wealth reports 1,929 clients. They include 1,713 individual clients and 216 high-net-worth individuals. Of its assets, 99.6% ($527M across 1,893 accounts) are managed with discretion; $2.29M across 36 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 46% |
| High-net-worth individuals | 11% | 54% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,713 | $244M | 46.1% | $142K |
| High-net-worth individuals | 216 | $285M | 53.9% | $1.32M |
| Total | 1,929 | $529M | 100% | $274K |
- Clients
- 1,713
- Regulatory AUM
- $244M
- AUM share
- 46.1%
- Avg. per client
- $142K
- Clients
- 216
- Regulatory AUM
- $285M
- AUM share
- 53.9%
- Avg. per client
- $1.32M
Total
- Clients
- 1,929
- Regulatory AUM
- $529M
- AUM share
- 100%
- Avg. per client
- $274K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Navigate Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Estate Planning & Consulting
- Initial estate plan flat fee not to exceed $1,150; ala carte services $50 to $250 each.
- Financial Planning & Consulting
- Flat fees generally $400 to $20,000 a year, or hourly fees of $150 to $450 for junior and senior planners, billed annually.
Navigate Holdings LLC owns 75% or more of Navigate Private Wealth and is in turn owned by Mark Burgon (25–50%) and Riley Hendrickson (25–50%). The leadership team of Navigate Private Wealth includes Chief Compliance Officer David Bunnell. It has 11 employees, 7 of them in advisory roles.
Staff
- 11 employees
- 7 in advisory functions
- 7 state-registered reps
- 2 insurance agents
- Owns 75% or more of Navigate Private Wealth, LLC
Navigate Holdings LLC
Control person · since October 2023
- Owns 25% to 50% of Navigate Holdings LLC
Mark Burgon
Control person · since October 2023
- Owns 25% to 50% of Navigate Holdings LLC
Riley Hendrickson
Control person · since October 2023
- Owns 10% to 25% of Navigate Private Wealth, LLC
David Bunnell
Control person · since May 2014
Navigate Private Wealth’s regulatory assets grew from $377M (February 2021) to $529M (March 2026); clients rose from 728 to 1,929 and employees fell from 16 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $529M | 1,929 | 11 | 3 |
| Feb 2025February 2025 | $463M | 1,804 | 12 | 3 |
| Jan 2024January 2024 | $395M | 1,691 | 13 | 3 |
| Jan 2023January 2023 | $339M | 1,416 | 17 | 3 |
| Jan 2022January 2022 | $460M | 2,024 | 16 | 3 |
| Feb 2021February 2021 | $377M | 728 | 16 | 3 |
Besides its headquarters, Navigate Private Wealth has 2 offices (1 private residence, listed without an address), with 2 listed addresses in 1 state.
Utah · 2 listed addresses
- 12012 South 700 East, Suite 100, DraperHQ
- 1830 East 3100 North, Layton
Contact and registration details
- Legal name
- Navigate Private Wealth, LLC
- Headquarters
- 12012 South 700 East, Suite 100, Draper, UT 84020
- Website
- navigateprivatewealth.com
- Phone
- 801-676-4588
- SEC file
- 801-79648
- Structure
- Utah LLC
- Fiscal year end
- December
Navigate Private Wealth’s named custodian for separately managed accounts is Fidelity ($530M). Navigate Private Wealth has custody of $289M for 508 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $530M100%
At year end, Navigate Private Wealth’s separately managed accounts were mostly in funds (91%).
What the accounts hold
- Funds91%
- Cash8%
- Other1%
- Private equity1%
How many clients does Navigate Private Wealth have?
Navigate Private Wealth has 1,929 clients and manages $529 million for them, as of March 2026. They include 1,713 individual clients and 216 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Navigate Private Wealth offer?
Navigate Private Wealth provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Navigate Private Wealth use?
Navigate Private Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $530M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Navigate Private Wealth have?
Navigate Private Wealth has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Navigate Private Wealth invest in?
At the end of its last fiscal year, Navigate Private Wealth’s separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents and 1% other. The 1% other category is described as: Private Equity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Navigate Private Wealth?
Navigate Private Wealth is owned through a holding company by Mark Burgon and Riley Hendrickson. Its direct owners are David Bunnell (10% to 25%) and Navigate Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Navigate Private Wealth get paid?
Navigate Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Navigate Private Wealth?
Navigate Private Wealth’s main office is at 12012 South 700 East, Suite 100, Draper, UT 84020. Its phone number is 801-676-4588. Its website is navigateprivatewealth.com.