A complete list of active advisors currently associated with Navigate Wealth Management, LLC
Warmer can help you find a great advisor at Navigate Wealth Management, LLC or one who fits your needs even better.
Navigate Wealth Management, LLC is an SEC-registered advisory firm managing approximately $429,568,664 for about 271 clients, primarily individuals and high-net-worth individuals. The firm provides discretionary and non‑discretionary portfolio management, prepares individual Investment Policy Statements, offers financial planning through its dba Abeona Wealth, and can serve as a subadviser to other advisers. Navigate’s investment process emphasizes modern portfolio theory and long‑term trading, using model portfolios and documented risk‑tolerance profiles to guide asset allocation and ongoing portfolio management. Accounts receive monthly custodian reports, at least quarterly written statements from the firm, and are reviewed at least annually (with additional reviews triggered by material events). Noteworthy departures from many peers include explicit affiliations and multiple operating names — the brochure discloses an affiliated adviser (Navigate 401k) and that the firm will also operate under dba Stonebridge Advisors LLC — and the firm’s use of paid solicitor/referral arrangements and subadviser relationships. The brochure flags these referral and affiliation arrangements as potential sources of conflicts of interest, which prospective clients should consider when evaluating the firm.
To learn more about the advisors currently working at Navigate Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Navigate Wealth Management, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Birmingham, AL
| 22
| |
Birmingham, AL
| 7
| |
Birmingham, AL
| 21
| |
Birmingham, AL
| 15
| |
Birmingham, AL
| 14
| |
Birmingham, AL
| 15
| |
Birmingham, AL
| 20
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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