Wealth Intelligently Navigated, Llc
- Regulatory AUM
- $533M
- Discretionary
- $530M
- Clients
- 408
- Avg AUM / client
- $1.3M
- Accounts
- 1,552
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 173 | $224M | 42.0% |
| High net worth individuals | 225 | $291M | 54.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $5.3M | 1.0% |
| Corporations and other businesses | 10 | $12.8M | 2.4% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anna Flasch Wolford | Registered representative | CFP | Mar 2026 (0y) | |
| Steven Wayne Tolleson | Registered representative | Mar 2026 (0y) | ||
| Alex Spence | Registered representative | Jul 2026 (0y) | ||
| Anthony Richard Mahfood | Registered representative | Jul 2026 (0y) | ||
| Robert Francis | Registered representative | Jul 2026 (0y) | ||
| Timothy Few | Registered representative | Jul 2026 (0y) | ||
| Joshua Gallman | Registered representative | Jul 2026 (0y) |
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 (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 906 KB | View · PDF · Source ↗ |
| Form ADV (full filing) | 07/16/2026 | 906 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $518M (97% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗