Carl Johan Grahs
Investment adviser representative at Navigate Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$429.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Navigate Wealth Management, LLCNov 2014 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 2 states (AL, TN).
Navigate Wealth Management, LLC
$429.6MAssets managed
274Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4817261
- Firm CRD
- 173770