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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NAVIGATION WEALTH MANAGEMENT

NAVIGATION WEALTH MANAGEMENT, INC., CRD 282640

FORT COLLINS, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:248af621-5d9e-329b-c20e-bf6d43388fc4

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 4
On other graphs: 0
Observed: Sep 11, 2020 to Mar 11, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $103MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $103M
Private client RAUM: $103MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $12.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,302
Individual clients: 940
High net worth clients: 14
Custody, client assets: $54.8M
SEC number: 801-119615
CRD: 282640
Filings on the tape: 24
First filed: Sep 11, 2020
Latest filed: Mar 11, 2026
Organised: Corporation, CO

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ADAM EDWARD BRUNIN	n/a	FORT COLLINS, CO	10	23	1	no
JAMES W DAVIES	n/a	FORT COLLINS, CO	10	16	2	no
NICHOLAS DEAN KEMP	n/a	FORT COLLINS, CO \| CHEYENNE, WY	10	13	1	no
Matthew Meuli	n/a	FORT COLLINS, CO	2	13	n/a	no
William Louis Carpenter	n/a	FORT COLLINS, CO	0	48	n/a	no
MYLES PATRICK O'REILLY	n/a	FORT COLLINS, CO	0	20	7	no
Seth Brunin	n/a	FORT COLLINS, CO	0	17	n/a	no
Jacob Schaffer	n/a	FORT COLLINS, CO	0	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRUNIN, ADAM, EDWARD	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	01/2016	Sep 11, 2020	Nov 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JEREMY HOULTON	n/a	n/a	n/a	Y	no	n/a
MATTHEW MEULI	n/a	n/a	n/a	Y	no	n/a
NAVIGATION FINANCIAL SERVICES, INC.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$103M	$103M	8	8	1	n/a	n/a
2024	Feb 21, 2025	$128M	$128M	11	11	0	n/a	n/a
2023	Jan 17, 2024	$129M	$129M	8	8	0	n/a	n/a
2022	Feb 7, 2023	$110M	$110M	9	9	0	n/a	n/a
2021	Feb 1, 2022	$119M	$119M	8	8	0	n/a	n/a
2020	Feb 22, 2021	$109M	$109M	8	8	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	3	-2	37.5%	0	0	0	1	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$103M	$128M	-19.2%	$110M	-2.0%	8	11	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Spc	2	Apr 25, 2016	Apr 26, 2016	FORT COLLINS, CO	Team lift out	Other	0.4%
Spc	2	Apr 25, 2016	Apr 26, 2016	ANN ARBOR, MI	Team lift out	Other	0.4%

Relationships

Registered with (14)

← Jacob SchafferAdvisorregistration: current employment
Mar 6, 2026 to presentfactForm ADV
← Seth BruninAdvisorregistration: current employment
Jan 2, 2026 to presentfactForm ADV
← MYLES PATRICK O'REILLYAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← William Louis CarpenterAdvisorregistration: current employment
Dec 11, 2025 to presentfactForm ADV
← Matthew MeuliAdvisorregistration: current employment
May 1, 2024 to presentfactForm ADV
← JAMES W DAVIESAdvisorregistration: current employment
Apr 26, 2016 to presentfactForm ADV
← NICHOLAS DEAN KEMPAdvisorregistration: current employment
Apr 26, 2016 to presentfactForm ADV
← ADAM EDWARD BRUNINAdvisorregistration: current employment
Apr 5, 2016 to presentfactForm ADV
← Cecilia Christina ShepherdAdvisorregistration: previous registration
Nov 13, 2018 to Mar 6, 2026factForm ADV
← Michael David StevensonAdvisorregistration: previous registration
Jun 13, 2023 to Dec 31, 2025factForm ADV
← Christopher William StaplesAdvisorregistration: previous registration
Nov 26, 2024 to Sep 25, 2025factForm ADV
← Michael LucasAdvisorregistration: previous registration
Nov 10, 2017 to Mar 3, 2020factForm ADV
← STAN CARROLL EMERYAdvisorregistration: previous registration
Apr 26, 2016 to Aug 7, 2017factForm ADV
← ANDREW PHILLIP LOGUEAdvisorregistration: previous registration
Apr 26, 2016 to Aug 2, 2017factForm ADV

Controls (1)

← BRUNIN, ADAM, EDWARDOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Sep 11, 2020 to Nov 26, 2024factForm ADV

Moved with (1)

← SPCRegistered adviser2 advisors, team lift out, same day
Apr 25, 2016 to Apr 26, 2016factForm ADV

Dated events

Occurred
Mar 6, 2026
Advisor changed firm
Cecilia Christina Shepherd left Navigation Wealth Management for Cambridge Investment Research Advisors, Inc. (registered 2025-12-16)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Michael David Stevenson left Navigation Wealth Management for Keystone Financial Services (registered 2026-01-05)
Form ADVobserved 5 days ago
Occurred
Sep 25, 2025
Advisor changed firm
Christopher William Staples left Navigation Wealth Management for Cambridge Investment Research Advisors, Inc. (registered 2026-01-02)
Form ADVobserved 5 days ago
Occurred
Sep 11, 2020
First Form ADV filing
Navigation Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:248af621-5d9e-329b-c20e-bf6d43388fc4
First observed: Sep 11, 2020
Last observed: Mar 11, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NAVIGATION WEALTH MANAGEMENT

NAVIGATION WEALTH MANAGEMENT, INC., CRD 282640

FORT COLLINS, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:248af621-5d9e-329b-c20e-bf6d43388fc4

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:29 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ADAM EDWARD BRUNIN

n/a

FORT COLLINS, CO

JAMES W DAVIES

n/a

FORT COLLINS, CO

NICHOLAS DEAN KEMP

n/a

FORT COLLINS, CO | CHEYENNE, WY

Matthew Meuli

n/a

FORT COLLINS, CO

n/a

William Louis Carpenter

n/a

FORT COLLINS, CO

n/a

MYLES PATRICK O'REILLY

n/a

FORT COLLINS, CO

Seth Brunin

n/a

FORT COLLINS, CO

n/a

Jacob Schaffer

n/a

FORT COLLINS, CO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRUNIN, ADAM, EDWARD

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

01/2016

Sep 11, 2020

Nov 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JEREMY HOULTON

n/a

MATTHEW MEULI

n/a

NAVIGATION FINANCIAL SERVICES, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$103M

n/a

2024

Feb 21, 2025

$128M

n/a

2023

Jan 17, 2024

$129M

n/a

2022

Feb 7, 2023

$110M

n/a

2021

Feb 1, 2022

$119M

n/a

2020

Feb 22, 2021

$109M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

37.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$103M

$128M

-19.2%

$110M

-2.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Spc

Apr 25, 2016

Apr 26, 2016

FORT COLLINS, CO

Team lift out

Other

0.4%

Spc

Apr 25, 2016

Apr 26, 2016

ANN ARBOR, MI

Team lift out

Other

0.4%