Navigation Wealth Management

CRD 282640 · Fort Collins, CO · $103.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 282640
SEC number: 801-119615
Firm type: RIA
Assets under management: $103.2M as of Mar 11, 2026
Website: facebook.com/NavigationWealthManagement ↗
Phone: 970-672-1236
Address: 2038 Caribou Drive, Fort Collins, CO, 80525

Advisors at this firm

8 in our index · page 1 of 1

Adam Edward BruninCRD 4407663 · Fort Collins, CO

IA Registered

Disclosure event(s) on record
Seth BruninCRD 8205751 · Fort Collins, CO

IA Registered
William Louis CarpenterCRD 7564056 · Fort Collins, CO

IA Registered
James W DaviesCRD 5784630 · Fort Collins, CO

IA Registered
Nicholas Dean KempCRD 6246441 · Cheyenne, WY

IA Registered
Matthew MeuliCRD 7911263 · Fort Collins, CO

IA Registered
Myles Patrick O'reillyCRD 5048874 · Fort Collins, CO

IA Registered
Jacob SchafferCRD 8234788 · Fort Collins, CO

IA Registered

Source & corrections

Where this page comes from

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