Navigate Wealth Management, LLC

CRD 173770 · Birmingham, AL · $429.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 173770
SEC number: 801-114048
Firm type: RIA
Assets under management: $429.6M as of Apr 6, 2026
Website: www.facebook.com/ABEONAWEALTH ↗
Phone: 205-224-9500
Address: 2850 19th Street South, Birmingham, AL, 35209

Advisors at this firm

6 in our index · page 1 of 1

James M. BurnettCRD 4701527 · Birmingham, AL

IA Registered
Jonathan Luke FargasonCRD 6451899 · Birmingham, AL

IA RegisteredRegistration inactive
Carl Johan GrahsCRD 4817261 · Birmingham, AL

IA Registered
Steven Hansen LindCRD 6028410 · Birmingham, AL

IA Registered
Mary Meadows LivingstonCRD 5704906 · Birmingham, AL

IA Registered
Reuben Frank StewartCRD 2416784 · Birmingham, AL

IA Registered

Source & corrections

Where this page comes from

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