Wealth Intelligently Navigated, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 340998
- SEC number
- 801-135630
- Firm type
- RIA
- Assets under management
- Not yet retrieved from the source record
- Website
- Not yet retrieved from the source record
- Phone
- (540) 226-1254
- Address
- 149 West Main Street, Spartanburg, SC, 29306
Advisors at this firm
6 in our index · page 1 of 1
-
Timothy FewCRD 8308057 · Spartanburg, SCIA Registered
-
Robert FrancisCRD 6561087 · Greer, SCIA RegisteredRegistration inactive
-
Anthony Richard MahfoodCRD 2959577 · Greer, SCIA Registered
-
Alex SpenceCRD 8308023 · Simpsonville, SCIA Registered
-
Steven Wayne TollesonCRD 6276568 · Spartanburg, SCIA Registered
-
Anna Flasch WolfordCRD 7368855 · Spartanburg, SCIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 340998 ↗
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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.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.