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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEALTH INTELLIGENTLY NAVIGATED, LLC

CRD 340998

GREER, SC

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:da570a52-0bb8-c92f-5228-30f35e343bf9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 0
Observed: Mar 9, 2026 to Sep 15, 2026
4 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=0.97 fund_share=0.0 institutional_share=0.01 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $533MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $530M
Private client RAUM: $515MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $76.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,552
Individual clients: 173
High net worth clients: 225
SEC number: 801-135630
CRD: 340998
Filings on the tape: 4
First filed: Mar 9, 2026
Latest filed: Sep 15, 2026
Organised: Limited Liability Company, SC

Advisors on IAPD

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

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
STEVEN WAYNE TOLLESON	n/a	GREER, SC	11	2	no
Anna Flasch Wolford	Certified Financial Planner	GREER, SC	13	3	no
ANTHONY RICHARD MAHFOOD	n/a	GREER, SC	26	4	no
ROBERT FRANCIS	n/a	GREER, SC	11	1	no
ALEX SPENCE	n/a	GREER, SC \| SIMPSONVILLE, SC	10	n/a	no
TIMOTHY FEW	n/a	GREER, SC	10	n/a	no
JOSHUA GALLMAN	n/a	GREER, SC	16	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
MAHFOOD, ANTHONY, RICHARD	MANAGING PRINCIPAL	D	yes	07/2026	Jul 20, 2026	Jul 20, 2026
TOLLESON, STEVEN, WAYNE	MANAGING PRINCIPAL	D	yes	01/2026	Jul 20, 2026	Jul 20, 2026
Wolford, Anna, Flasch	CHIEF COMPLIANCE OFFICER	Na	yes	02/2026	Jul 20, 2026	Jul 20, 2026

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 1 of 2

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$0	$0	7	2	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
4	0	4	0.0%	2	0	0	4	0

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	$533M	n/a	n/a	n/a	n/a	7	n/a	1	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
THE FIDUCIARY ALLIANCE	2	Jul 1, 2026	Jul 2, 2026	GREENVILLE, SC	Team lift out	RIA to new firm	4.3%
THE FIDUCIARY ALLIANCE	2	May 1, 2026	Mar 31, 2026	GREENVILLE, SC	Team lift out	RIA to new firm	4.4%

Relationships

Controls (3)

← Wolford, Anna, FlaschOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 20, 2026 to presentfactForm ADV
← MAHFOOD, ANTHONY, RICHARDOwnerMANAGING PRINCIPAL, ownership code D, individual
Jul 20, 2026 to presentfactForm ADV
← TOLLESON, STEVEN, WAYNEOwnerMANAGING PRINCIPAL, ownership code D, individual
Jul 20, 2026 to presentfactForm ADV

Registered with (7)

← JOSHUA GALLMANAdvisorregistration: current employment
Jul 16, 2026 to presentfactForm ADV
← ANTHONY RICHARD MAHFOODAdvisorregistration: current employment
Jul 2, 2026 to presentfactForm ADV
← ROBERT FRANCISAdvisorregistration: current employment
Jul 2, 2026 to presentfactForm ADV
← ALEX SPENCEAdvisorregistration: current employment
Jul 2, 2026 to presentfactForm ADV
← TIMOTHY FEWAdvisorregistration: current employment
Jul 2, 2026 to presentfactForm ADV
← STEVEN WAYNE TOLLESONAdvisorregistration: current employment
Mar 31, 2026 to presentfactForm ADV
← Anna Flasch WolfordAdvisorregistration: current employment
Mar 31, 2026 to presentfactForm ADV

Moved with (1)

← THE FIDUCIARY ALLIANCERegistered adviser2 advisors, team lift out, same day
Jul 1, 2026 to Jul 2, 2026factForm ADV

Dated events

Occurred
Jul 1, 2026
Team lift-out
2 advisors left The Fiduciary Alliance (Greenville, SC) for Wealth Intelligently Navigated, LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
May 1, 2026
Team lift-out
2 advisors left The Fiduciary Alliance (Spartanburg, SC) for Wealth Intelligently Navigated, LLC on the same day
Form ADVobserved 6 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:da570a52-0bb8-c92f-5228-30f35e343bf9
First observed: Mar 9, 2026
Last observed: Sep 15, 2026 6 days 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.

WEALTH INTELLIGENTLY NAVIGATED, LLC

CRD 340998

GREER, SC

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:da570a52-0bb8-c92f-5228-30f35e343bf9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:16 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEVEN WAYNE TOLLESON

n/a

GREER, SC

Anna Flasch Wolford

Certified Financial Planner

GREER, SC

ANTHONY RICHARD MAHFOOD

n/a

GREER, SC

ROBERT FRANCIS

n/a

GREER, SC

ALEX SPENCE

n/a

GREER, SC | SIMPSONVILLE, SC

n/a

TIMOTHY FEW

n/a

GREER, SC

n/a

JOSHUA GALLMAN

n/a

GREER, SC

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MAHFOOD, ANTHONY, RICHARD

MANAGING PRINCIPAL

yes

07/2026

Jul 20, 2026

TOLLESON, STEVEN, WAYNE

MANAGING PRINCIPAL

yes

01/2026

Jul 20, 2026

Wolford, Anna, Flasch

CHIEF COMPLIANCE OFFICER

yes

02/2026

Jul 20, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$533M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

THE FIDUCIARY ALLIANCE

Jul 1, 2026

Jul 2, 2026

GREENVILLE, SC

Team lift out

RIA to new firm

4.3%

THE FIDUCIARY ALLIANCE

May 1, 2026

Mar 31, 2026

GREENVILLE, SC

Team lift out

RIA to new firm

4.4%