Steven Wayne Tolleson
Investment adviser representative at Wealth Intelligently Navigated, LLC
10 yearsExperience
2 statesRegistered in
$532.9MFirm assets
Under 1 yearFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Wealth Intelligently Navigated, LLCMar 2026 to now
- Parallel Financial LLCNov 2016 to Mar 2026
- Kansas City RoyalsMay 2016 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Wealth Intelligently Navigated, LLC
$532.9MAssets managed
408Clients
7Advisers
Under 1 yearIn 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
- 6276568
- Firm CRD
- 340998