Navigate Private Wealth, LLC

CRD 170774 · Draper, UT · $529.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 170774
SEC number: 801-79648
Firm type: RIA
Assets under management: $529.2M as of Mar 10, 2026
Website: www.navigateprivatewealth.com ↗
Phone: 801-676-4588
Address: 12012 South 700 East, Draper, UT, 84020

Advisors at this firm

7 in our index · page 1 of 1

David Alex BunnellCRD 6466078 · Draper, UT

IA Registered
David Scott BunnellCRD 2135586 · Draper, UT

IA RegisteredRegistration inactive

Disclosure event(s) on record
Mark Harold BurgonCRD 4217852 · Draper, UT

IA RegisteredRegistration inactive
Spencer David CazierCRD 6768072 · Layton, UT

IA Registered
Riley James HendricksonCRD 6361669 · Draper, UT

IA Registered
Murray Jay PetersCRD 2667910 · Draper, UT

IA Registered
Stephen Michael SmithCRD 6802883 · Draper, UT

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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