Navigate Private Wealth LLC
Legal Name: NAVIGATE PRIVATE WEALTH, LLC
Full Contact Details
Navigate Private Wealth LLC
12012 SOUTH 700 EAST, SUITE 100, DRAPER, UT
801-676-4588
801-676-4565
Other Info
Navigate Private Wealth LLC, operating under the legal name of Navigate Private Wealth, LLC, is a registered UT Limited Liability Company with 12 employees, all of whom are in advisory roles. While the number of clients served by them is unknown, the firm has been approved by the Securities and Exchange Commission (SEC) since May 2, 2014.
Navigate Private Wealth, LLC – a Registered Investment Adviser
a Registered Investment Adviser Toggle menu Home Advisors D. Scott Bunnell, CRPC® Mark H. Burgon, CFP®, CRPC® Spencer Cazier, CFP® David K. Eaton, MBA, CPA Jerry Ford, CFP® Riley J. Hendrickson Steven W. Hendrickson, CFP®, ChFC Paul B. Holbrook, CFP® Murray Peters Stephen Smith About Contact …
Direct Owners
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DAVID KING EATON
MANAGING MEMBER owns more than 10% but less than 25%
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DAVID SCOTT BUNNELL
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
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JERRY LYNN FORD
MANAGING MEMBER owns more than 10% but less than 25%
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MARK HAROLD BURGON
MANAGING MEMBER owns more than 10% but less than 25%
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MICHAEL BRANDON RILEY
MANAGING MEMBER owns more than 10% but less than 25%
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PAUL BRYSON HOLBROOK
MANAGING MEMBER owns more than 10% but less than 25%
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STEVEN WILLIAM HENDRICKSON
MANAGING MEMBER owns more than 10% but less than 25%