# Wealth Intelligently Navigated, LLC: applying for SEC registration, $533M AUM, Greer, SC

**Score:** 65/100

| 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 |

## Why this score
- $533M under management.
- Still in the approval window: vendors not yet chosen.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/340998). Last refreshed: 2026-10-28T20:49:58.746Z.
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.