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RH

Riley J. Hendrickson

NAVIGATE PRIVATE WEALTH
Draper, UT 84020
Some features on this profile are disabled
CRD#: 6361669
RH

Professional summary

Riley James Hendrickson is a registered financial advisor currently at NAVIGATE PRIVATE WEALTH, LLC located in Draper, Utah.

Riley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Riley has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Riley James Hendrickson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 31, 2016 - Present

NAVIGATE PRIVATE WEALTH, LLC

Office #1: 12012 South 700 East Suite 100, Draper, UT 84020
RIA
CRD#: 170774
Draper, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NP
NAVIGATE PRIVATE WEALTH, LLC
NAVIGATE PRIVATE WEALTH, LLC | NPW

CRD#: 170774 / SEC#: 801-79648

RIA
Registered Investment Advisory firm - (5/2/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(5/31/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/27/2016
Uniform Investment Adviser Law Examination

Current Firm

NP
NAVIGATE PRIVATE WEALTH, LLC
NAVIGATE PRIVATE WEALTH, LLC | NPW

CRD#: 170774 / SEC#: 801-79648

RIA
Registered Investment Advisory firm - (5/2/2014 Approved)
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Contact information

Main Address
12012 South 700 East Suite 100, Draper, UT 84020
Mailing Address
Phone number
(801) 676-4588
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/10/2025)

Regulatory assets under management

Total Number of Accounts1,804
AUM (Assets Under Management)$ 462,565,254

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NAVIGATE PRIVATE WEALTH, LLC

CRD#: 170774Draper, UT 84020

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