NAVIGATION WEALTH MANAGEMENT, INC.
B54
CRD 282640·SEC 801-119615·FORT COLLINS, CO
AUM
$103.2M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$310K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $100.9M
'22 · $119.3M
'23 · $109.0M
'25 · $127.7M
'26 · $103.2M
'21'26
$100.9M → $103.2M▲ +2%
Client mix
| Individuals Other | 940 |
| Individuals High Net Worth | 14 |
| Corporations | 7 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'21 · 8 advisors
'22 · 8 advisors
'23 · 9 advisors
'25 · 10 advisors
'26 · 8 advisors
'21'26
8 advisors → 8 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
2038 CARIBOU DR. SUITE 100FORT COLLINS, CO 80525
Business
2038 CARIBOU DR. SUITE 100FORT COLLINS, CO 80525
Edgar Recent Filings
13F-HR2026-04-22 · 0001839930-26-000002
13F-HR2026-01-29 · 0001839930-26-000001