Wealth Navigation provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Wealth Navigation reports 932 clients. They include 639 individual clients, 259 high-net-worth individuals, and 27 pension and profit-sharing plans. Nearly all assets ($446M across 2,532 accounts) are managed with discretion; $67.7K across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 16% |
| High-net-worth individuals | 28% | 68% |
| Pension and profit-sharing plans | 3% | 15% |
| Corporations and other businesses | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 639 | $70.1M | 15.7% | $110K |
| High-net-worth individuals | 259 | $303M | 67.8% | $1.17M |
| Pension and profit-sharing plans | 27 | $68.3M | 15.3% | $2.53M |
| Corporations and other businesses | 7 | $5.31M | 1.2% | $759K |
| Total | 932 | $446M | 100% | $479K |
- Clients
- 639
- Regulatory AUM
- $70.1M
- AUM share
- 15.7%
- Avg. per client
- $110K
- Clients
- 259
- Regulatory AUM
- $303M
- AUM share
- 67.8%
- Avg. per client
- $1.17M
- Clients
- 27
- Regulatory AUM
- $68.3M
- AUM share
- 15.3%
- Avg. per client
- $2.53M
- Clients
- 7
- Regulatory AUM
- $5.31M
- AUM share
- 1.2%
- Avg. per client
- $759K
Total
- Clients
- 932
- Regulatory AUM
- $446M
- AUM share
- 100%
- Avg. per client
- $479K
- 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
- 11–25
Wealth Navigation charges 0.90%–1.25% a year for its Standard asset management fee. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Comprehensive financial planning
- Planning is a fixed fee set in the planning contract, based on an approximate hourly rate of $250 to $300.
WN Holdings, LLC owns 75% or more of Wealth Navigation and is in turn owned by Axis Family Holdings, LLC (75% or more). The leadership team of Wealth Navigation includes Chief Operating Officer Michael Jones. It has 12 employees, 8 of them in advisory roles.
Leadership
- Michael JonesChief Operating Officer / Chief Compliance Officer
- Adam FisherManaging Partner
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
Staff
- 12 employees
- 8 in advisory functions
- 8 state-registered reps
- 4 insurance agents
- 2 soliciting firms
- Owns 75% or more of Wealth Navigation, LLC
WN Holdings, LLC
Control person · since November 2008
- Owns 75% or more of WN Holdings, LLC
Axis Family Holdings, LLC
Control person · since January 2009
- Owns 75% or more of Axis Family Holdings, LLC
The Adam Craig Fisher Trust
Control person · since January 2009
- Owns 75% or more of The Adam Craig Fisher Trust
Adam Fisher
Control person · since January 2009
Wealth Navigation’s regulatory assets grew 2.3× from $193M (March 2021) to $446M (March 2026); clients rose from 582 to 932 and employees from 7 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $446M | 932 | 12 | 2 |
| March 2025 | $367M | 794 | 12 | 2 |
| April 2024 | $305M | 802 | 6 | 2 |
| June 2023 | $259M | 713 | 6 | 2 |
| June 2022 | $266M | 552 | 7 | 2 |
| March 2021 | $193M | 582 | 7 | 2 |
Besides its headquarters, Wealth Navigation has 1 office, with 2 listed addresses in Idaho and Utah.
Idaho · 1 listed address
- 3350 S. 15th E., Idaho Falls
Utah · 1 listed address
- 1222 W. Legacy Crossing BLVD, Suite 6, CentervilleHQ
Other business names
Wealth Navigation has reported 4 other business names to the SEC.
- Edge Financial Advisors, LLC
- Oak Lane Advisors
- Oak Lane Wealth
- Wealth Navigation Advisors
Contact and registration details
- Legal name
- Wealth Navigation, LLC
- Headquarters
- 1222 W. Legacy Crossing BLVD, Suite 6, Centerville, UT 84014
- Website
- oaklanewealth.com
- Phone
- 801-335-8200
- SEC file
- 801-116880
- Structure
- Utah LLC
- Fiscal year end
- December
Wealth Navigation uses Charles Schwab ($345M) as custodian for its separately managed accounts. Wealth Navigation has custody of $111M in client assets for 169 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $345M100%
At year end, Wealth Navigation’s separately managed accounts were largely in stocks (48%) and funds (32%).
What the accounts hold
- Stocks48%
- Funds32%
- Registered funds20%
- Pooled vehicles12%
- Bonds8%
- Investment grade corporate bonds5%
- State and local bonds2%
- U.S. government and agency bonds1%
- Cash12%
How many clients does Wealth Navigation have?
Wealth Navigation has 932 clients and manages $446 million for them, as of March 2026. They include 639 individual clients, 259 high-net-worth individuals, and 27 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Wealth Navigation offer?
Wealth Navigation provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wealth Navigation charge?
Wealth Navigation charges 0.90%–1.25% a year for its Standard asset management fee. The fee is billed in arrears and is negotiable.
Which custodians does Wealth Navigation use?
Wealth Navigation’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $345M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Wealth Navigation have?
Wealth Navigation has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 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 Navigation invest in?
At the end of its last fiscal year, Wealth Navigation’s separately managed accounts held 48% exchange-traded equities, 20% registered funds (mutual funds, ETFs, BDCs), 12% pooled vehicles (private funds and similar), 12% cash and equivalents, 5% investment grade corporate bonds, 2% state and local bonds and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealth Navigation?
Wealth Navigation is owned through a chain of holding companies by Adam Fisher. Its direct owner is WN Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Wealth Navigation get paid?
Wealth Navigation is paid through a percentage of assets under management 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 Navigation?
Wealth Navigation’s main office is at 1222 W. Legacy Crossing BLVD, Suite 6, Centerville, UT 84014. Its phone number is 801-335-8200. Its website is oaklanewealth.com.