Navigation Wealth Management, Inc.
- Regulatory AUM
- $103M
- Discretionary
- $103M
- Clients
- 962
- Avg AUM / client
- $107K
- Accounts
- 1,302
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 940 | $78.4M | 75.9% |
| High net worth individuals | 14 | $24.3M | 23.6% |
| Charitable organizations | 1 | $98.2K | 0.1% |
| Corporations and other businesses | 7 | $427K | 0.41% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Edward Brunin | President/Chief Compliance Officer | Jan 2016 (11y) | 75% or more | |
| James W Davies | Registered representative | Apr 2016 (10y) | ||
| Nicholas Dean Kemp | Registered representative | Apr 2016 (10y) | ||
| Matthew Meuli | Registered representative | May 2024 (2y) | ||
| William Louis Carpenter | Registered representative | Dec 2025 (1y) | ||
| Myles Patrick O'reilly | Registered representative | Jan 2026 (1y) | ||
| Seth Brunin | Registered representative | Jan 2026 (1y) | ||
| Jacob Schaffer | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $83.0M (80% of AUM) Mar 2026
- Nationwide Securities, Llc $20.2M (20% of AUM) Mar 2026
- Jefferson Nation $4.5M (4% of AUM) Dec 2020
- Pontera $1.5M (1% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗