{"url":"https://nivawealth.com/firms/wealth-intelligently-navigated-340998","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/340998","regulatoryAum":532920068,"crd":"340998","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8308057","suffix":null,"lastName":"FEW","firstName":"TIMOTHY","middleName":null},{"crd":"6561087","suffix":null,"lastName":"FRANCIS","firstName":"ROBERT","middleName":null},{"crd":"8315523","suffix":null,"lastName":"GALLMAN","firstName":"JOSHUA","middleName":null},{"crd":"2959577","suffix":null,"lastName":"MAHFOOD","firstName":"ANTHONY","middleName":"RICHARD"},{"crd":"8308023","suffix":null,"lastName":"SPENCE","firstName":"ALEX","middleName":null},{"crd":"6276568","suffix":null,"lastName":"TOLLESON","firstName":"STEVEN","middleName":"WAYNE"},{"crd":"7368855","suffix":null,"lastName":"Wolford","firstName":"Anna","middleName":"Flasch"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135630","legalName":"Wealth Intelligently Navigated, LLC","displayName":"Wealth Intelligently Navigated","slug":"wealth-intelligently-navigated-340998","website":"https://winwealthadvisors.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/340998/f9f0c07073372f5a-r1.webp","tone":"dark","width":295,"height":200,"sourceUrl":"https://winwealthadvisors.com/","sourceLabel":"Wealth Intelligently Navigated, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/wealth-intelligently-navigated","founded":"2026","organization":"South Carolina limited liability company","fiscalYearEnd":"December","headquarters":{"street":"26 Parkway Commons Way","city":"Greer","state":"SC","stateName":"South Carolina","country":"United States","postalCode":"29650"},"tradeNames":[],"registration":{"secApproved":"31 March 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1293469.3115577889,"staff":{"employees":7,"advisory":7,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":532920068,"discretionary":530330000,"discretionaryAccounts":1504,"nonDiscretionary":2590068,"nonDiscretionaryAccounts":48,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":173,"regulatoryAum":223826429},{"label":"High-net-worth individuals","clients":225,"regulatoryAum":290974357},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":5329201},{"label":"Corporations and other businesses","clients":10,"regulatoryAum":12790081}],"feePrograms":[{"role":"main","program":"Asset management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057933","versionId":1057933,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-09-15","documentName":"WIN ADV 2A","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Estate planning","summary":"Fixed fees for estate planning projects range from $1,000 to $3,000 per project, negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057933","versionId":1057933,"submittedOn":"2026-09-15","documentName":"WIN ADV 2A"},{"role":"other","program":"Financial planning","summary":"Hourly fees range from $250 to $500 per hour, or fixed fees range from $1,200 to $20,000 per project, negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057933","versionId":1057933,"submittedOn":"2026-09-15","documentName":"WIN ADV 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:00:42.242538+00:00","documents":[{"name":"WIN ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057933","versionId":1057933,"submittedOn":"2026-09-15"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Syosset, NY","smaAssets":518370000}],"custodyNote":"Wealth Intelligently Navigated does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Anna Wolford","title":"Chief Compliance Officer","crd":"7368855"},{"name":"Anthony Mahfood","title":"Managing Principal","crd":"2959577"},{"name":"Steven Tolleson","title":"Managing Principal","crd":"6276568"}],"ownership":[{"label":"Steven Tolleson","detail":"Managing principal in the 50% to 75% ownership band and a control person, since January 2026."},{"label":"Anthony Mahfood","detail":"Managing principal in the 50% to 75% ownership band and a control person, since July 2026."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"South Carolina","offices":2,"addresses":[{"street":"26 Parkway Commons Way","city":"Greer","headquarters":true},{"street":"150 East Henry Street","city":"Spartanburg"}]}],"brochureServices":["estate planning","insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"864-375-4031","stateRegisteredReps":7,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":81},{"label":"Investment grade corporate bonds","percent":5},{"label":"Cash and cash equivalents","percent":8},{"label":"Other","percent":6,"detail":"Alternatives, Private Investments, Reits, Commodities"}],"privateFunds":0},"sources":{"adv1FilingDate":"15 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/340998/PDF/340998.pdf","brochureDate":"15 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057933","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Wealth Intelligently Navigated have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wealth Intelligently Navigated offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Wealth Intelligently Navigated charge?","answer":"Wealth Intelligently Navigated charges up to 2.00% a year for its Asset management. The fee is billed in advance and is negotiable.","source":"WIN ADV 2A, filed 15 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wealth Intelligently Navigated use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealth Intelligently Navigated have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wealth Intelligently Navigated invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wealth Intelligently Navigated?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wealth Intelligently Navigated get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Wealth Intelligently Navigated?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 15 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}