# Navigation Wealth Management

Navigation Wealth Management is a Bank / Wealth / Trust based in Fort Collins, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fort Collins, United States
- **Region:** North America
- **Address:** Fort Collins, CO, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** www.navwm.com
- **LinkedIn:** https://www.linkedin.com/company/navwm

## Regulatory record

- **CRD number:** 282640
- **SEC file number:** 801-119615
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-11T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282640

## About

Navigation Wealth Management is an SEC-registered investment adviser in Fort Collins, CO, registered since 2020. The firm manages approximately $103 million in regulatory assets. It has 8 employees and 8 investment advisers.

## Sectors

- Wealth Management
- Financial Services

## Questions

### Does Navigation Wealth Management operate as a fiduciary?

Yes. As a SEC-registered investment adviser in Colorado, Navigation Wealth Management is held to a fiduciary standard under the Investment Advisers Act of 1940. This means the firm is legally obligated to put client interests ahead of its own, a different standard from the suitability rule that governs broker-dealers. The firm's fee-based model reinforces this obligation by avoiding commission-driven conflicts.

### Is Navigation Wealth Management part of a larger bank or wirehouse?

No. Navigation Wealth Management is an independently owned registered investment advisor. It is not a subsidiary of a national bank, wirehouse, or insurance company, and public records indicate it has not accepted private-equity investment from RIA aggregators. The firm maintains its own ADV filings and compliance structure separate from any larger parent entity.

### What geographic area does the firm primarily serve?

Navigation Wealth Management is headquartered in Fort Collins, Colorado, and its client base is concentrated along the Northern Colorado Front Range. The firm serves households in Fort Collins, Loveland, Greeley, and surrounding Larimer and Weld County communities. No satellite offices or out-of-state registrations are publicly documented.

### What does Navigation Wealth Management actually invest client capital in?

The firm constructs portfolios using third-party securities — ETFs, mutual funds, and separately managed accounts — rather than proprietary products. This open-architecture approach lets the firm select from a wide universe of asset managers to build diversified, risk-appropriate allocations. Specific fund families or model-provider relationships are not publicly disclosed.

## Related profiles

- [Navigate Wealth Management](https://altss.com/profile/navigate-wealth-management)
- [Navigator Capital](https://altss.com/profile/navigator-capital)

---

Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/navigation-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology