Allocator Index · CRD 340998
WEALTH INTELLIGENTLY NAVIGATED, LLC
Spartanburg, SC · (864) 375-4031 · linkedin.com/company/wealth-intelligently-navigated
Fit score
58
- aum $250M-$3.0B+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
225
Other individuals
173
HNW assets
$291.0M
Total AUM
$532.9M
Employees
7
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.