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Managing Member · Navigate Private Wealth, LLC

Mark H. Burgon

CRD 4217852 · Named on Form ADV at one SEC-registered adviser

At a glance

Navigate Private Wealth, LLC, an SEC-registered wealth manager based in Draper, UT with $529 million in regulatory assets, lists Mark H. Burgon on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Mark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • David S. BunnellManaging Member and Chief Compliance Officer, Navigate Private Wealth, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.