Wealth Intelligently Navigated provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, and insurance. Financial planning was provided to 1–10 clients last fiscal year.
Wealth Intelligently Navigated reports 408 clients. They include 225 high-net-worth individuals, 173 individual clients, and 10 corporations and other businesses. Of its assets, 99.5% ($530M across 1,504 accounts) are managed with discretion; $2.59M across 48 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 42% |
| High-net-worth individuals | 55% | 55% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
| Corporations and other businesses | 2% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 173 | $224M | 42.0% | $1.29M |
| High-net-worth individuals | 225 | $291M | 54.6% | $1.29M |
| Pension and profit-sharing plans | Fewer than 5 | $5.33M | 1.0% | — |
| Corporations and other businesses | 10 | $12.8M | 2.4% | $1.28M |
| Total | 408 | $533M | 100% | — |
- Clients
- 173
- Regulatory AUM
- $224M
- AUM share
- 42.0%
- Avg. per client
- $1.29M
- Clients
- 225
- Regulatory AUM
- $291M
- AUM share
- 54.6%
- Avg. per client
- $1.29M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.33M
- AUM share
- 1.0%
- Avg. per client
- —
- Clients
- 10
- Regulatory AUM
- $12.8M
- AUM share
- 2.4%
- Avg. per client
- $1.28M
Total
- Clients
- 408
- Regulatory AUM
- $533M
- AUM share
- 100%
- Avg. per client
- —
- 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
Wealth Intelligently Navigated charges up to 2.00% a year for its Asset management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Estate planning
- Fixed fees for estate planning projects range from $1,000 to $3,000 per project, negotiable.
- Financial planning
- Hourly fees range from $250 to $500 per hour, or fixed fees range from $1,200 to $20,000 per project, negotiable.
Steven Tolleson owns 50% to 75% of Wealth Intelligently Navigated. The leadership team of Wealth Intelligently Navigated includes Chief Compliance Officer Anna Wolford. It has 7 employees.
Leadership
- Anna WolfordChief Compliance Officer
- Anthony MahfoodManaging Principal
- Steven TollesonManaging Principal
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Timothy Few
- Robert Francis
- Joshua Gallman
- Anthony Richard Mahfood
- Alex Spence
- Steven Wayne Tolleson
- Anna Flasch Wolford
Staff
- 7 employees
- 7 in advisory functions
- 7 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Wealth Intelligently Navigated, LLC
Steven Tolleson
Control person · since January 2026
- Owns 50% to 75% of Wealth Intelligently Navigated, LLC
Anthony Mahfood
Control person · since July 2026
Besides its headquarters, Wealth Intelligently Navigated has 1 office, with 2 listed addresses in South Carolina.
South Carolina · 2 listed addresses
- 26 Parkway Commons Way, GreerHQ
- 150 East Henry Street, Spartanburg
Contact and registration details
- Legal name
- Wealth Intelligently Navigated, LLC
- Headquarters
- 26 Parkway Commons Way, Greer, SC 29650
- Website
- winwealthadvisors.com
- Phone
- 864-375-4031
- @wealth-intelligently-navigated
- SEC file
- 801-135630
- Founded
- 2026
- Structure
- South Carolina LLC
- Fiscal year end
- December
Wealth Intelligently Navigated uses Charles Schwab ($518M) as custodian for its separately managed accounts. Wealth Intelligently Navigated does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Syosset, NY · $518M100%
At year end, Wealth Intelligently Navigated’s separately managed accounts were mostly in stocks (81%).
What the accounts hold
- Stocks81%
- Bonds5%
- Cash8%
- Other6%
- Alternatives, private investments, reits, commodities6%
How many clients does Wealth Intelligently Navigated have?
Wealth Intelligently Navigated has 408 clients and manages $533 million for them, as of September 2026. They include 225 high-net-worth individuals, 173 individual clients, and 10 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 September 2026
What services does Wealth Intelligently Navigated offer?
Wealth Intelligently Navigated provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Wealth Intelligently Navigated charge?
Wealth Intelligently Navigated charges up to 2.00% a year for its Asset management. The fee is billed in advance and is negotiable.
Which custodians does Wealth Intelligently Navigated use?
Wealth Intelligently Navigated’s separately managed account assets are held at Charles Schwab & Co., Inc. (Syosset, NY), with $518M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 September 2026
How many financial advisors does Wealth Intelligently Navigated have?
Wealth Intelligently Navigated has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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 Wealth Intelligently Navigated invest in?
At the end of its last fiscal year, Wealth Intelligently Navigated’s separately managed accounts held 81% exchange-traded equities, 8% cash and equivalents, 6% other and 5% investment grade corporate bonds. The 6% other category is described as: Alternatives, Private Investments, Reits, Commodities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealth Intelligently Navigated?
Wealth Intelligently Navigated’s direct owners are Steven Tolleson (50% to 75%) and Anthony Mahfood (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 15 September 2026
How does Wealth Intelligently Navigated get paid?
Wealth Intelligently Navigated 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 Wealth Intelligently Navigated?
Wealth Intelligently Navigated’s main office is at 26 Parkway Commons Way, Greer, SC 29650. Its phone number is 864-375-4031. Its website is winwealthadvisors.com.