NewRiaPulse / report
Wealth Intelligently Navigated, LLC: applying for SEC registration, $533M AUM, Greer, SC
Wealth Intelligently Navigated, LLC (Greer, South Carolina): applying for SEC registration, $533M AUM, Greer, SC. Its amount of 533 is above the median of 134 (89th percentile). Dated 218 days ago, it serves as a historical benchmark. Score 65/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 533 · 89th percentile of 1,149 NewRiaPulse records · 4.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 13 related SC NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Wealth Intelligently Navigated, LLC |
| Legal name | Wealth Intelligently Navigated, LLC |
| CRD | 340998 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-03-31 |
| Latest Form ADV filing | 2026-09-15 |
| Location | Greer, SC, United States |
| Regulatory AUM | $532,920,068 |
| Accounts | 1552 |
| Employees | 7 |
| Website | https://www.linkedin.com/company/wealth-intelligently-navigated |
| amount percentile | 89th of 1,149 (median 134, 4.0x median) |
| Peer records CSV (14 SC records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Wealth Intelligently Navigated, LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of SC records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Wealth Intelligently Navigated + all 14 SC records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-31
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (SC first): Coastline Complete Wealth LLC · J. Freeman & Associates · Dba Big Money Retirement And Big Retirement · Tidal Creek Capital Advisors · Tidehaven Wealth, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Wealth Intelligently Navigated, LLC and 14 South Carolina peers
- South Carolina NewRiaPulse records like this one: 14
- Wealth Intelligently Navigated, LLC's amount: 89th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every South Carolina peer: $2,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
65 / 100 Score
- $533M under management.
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for Wealth Intelligently Navigated, LLC in Greer, South Carolina?
Wealth Intelligently Navigated, LLC applied for SEC registration as an investment adviser (2026-03-31) with $532,920,068 in regulatory assets under management, based in Greer, SC.
How does Wealth Intelligently Navigated, LLC compare to other South Carolina NewRiaPulse records?
Its amount of 533 sits in the upper half (89th percentile) of 1,149 records; the median is 134. It is 218 days old; check the official source for later updates before acting.
Wealth Intelligently Navigated, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Wealth Intelligently Navigated, LLC | Greer, SC | 533 | 89th | 2026-03-31 |
| Next Horizon Capital | San Francisco, CA | 506 | 88th | 2026-07-23 |
| Banyan Tree Advisors Pvt. LTD. | Bangalore | 562 | 90th | 2026-08-20 |
| Multiplier Capital, LLC | Washington, DC | 503 | 88th | 2026-07-23 |
Related records
NewRiaPulse: $500M-$1B NewRiaPulse: records in South Carolina NewRiaPulse: In 120-day approval window
More South Carolina public-record feeds
New SBA 7(a) & 504 Loan Approvals in South Carolina New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in South Carolina Nursing Home Inspection Deficiencies by State & Severity in South Carolina Largest U.S. Greenhouse Gas Emitters by Company, Sector & State (EPA GHGRP) in South Carolina New MSHA Citations at Mines & Quarries by State in South Carolina School & Library E-Rate Contracts Up for Rebid in South Carolina New Trucking Company Registrations in South Carolina Bank Branch Openings, Closings & Mergers by State in South Carolina
How to monitor Wealth Intelligently Navigated, LLC and peer in 120-day approval window records
Get new NewRiaPulse records like Wealth Intelligently Navigated, LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.