Navigate Private Wealth, LLC

Overview

Navigate Private Wealth, LLC is an SEC registered investment adviser based in Draper, UT, registered since 2014. It reports $529M in assets under management across 1,929 accounts, with 11 employees. It has 7 investment adviser representatives.

Reported AUM

$529M

Discretionary

100%

Accounts

1,929

Average account

$274K

Employees

11

Advisory reps

7

Registered since

2014

Jurisdictions

11

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• David Scott Bunnell Managing Member, Chief Compliance Officer CRD 2135586

Advisory reps 3 of 7

• D Scott Bunnell Insurance Agent · Investment Adviser Rep CRD 2135586
• David Alex Bunnell Investment Adviser Rep CRD 6466078
• Mark Harold Burgon Investment Adviser Rep CRD 4217852

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

12012 S 700 E Ste 100
Draper, UT 84020

County

Salt Lake

Metro area

Salt Lake City, UT

Region

West

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: navigateprivatewealth.com

Every state, with registration dates

Similar firms near Draper

• Capita Financial Network, LLCDraper, UT$2.3B AUM
• Tower Arch CapitalDraper, UT$2.1B AUM
• Healthequity AdvisorsDraper, UT$2B AUM
• Elevated Capital Advisors, LLCDraper, UT$499M AUM
• Coign Capital Advisors LLCDraper, UT$473M AUM