Matthew Meuli

Financial advisor at Navigation Wealth Management, Inc. · Fort Collins, CO

Last updated 2026-10-10

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Matthew Meuli is a financial advisor at Navigation Wealth Management, Inc. in Fort Collins, CO, CRD 7911263. Licenses and exams on the registration: Series 65. IAPD registration began 2024-05-01.

Registration

CRD number
7911263
Registration status
Active
IAPD registration
2024-05-01
Industry Experience
2 years
Work Experience
13 years
States registered
CO

Licenses and exams

  • Series 65

Work history

  • 2024-05 to Present · Navigation Wealth Management · Fort Collins, CO
  • 2013-09 to Present · Meuli Law Office PC · Windsor, CO

Current employment

SEC IAPD record for Matthew Meuli

Navigation Wealth Management, Inc.

Regulatory AUM
$103,175,002
Registered advisors
7
Offices
2
Clients per advisor
137.4 (High)
Average AUM per client
$107.3K (Low)
High-net-worth client ratio
1.5% (Low)

Navigation Wealth Management, Inc.: advisors, services and reported ETF investments

About

Matthew Meuli is a financial advisor at Navigation Wealth Management, operating as Navigation Wealth Management, Inc. in Fort Collins, CO. Reported securities licenses include Series 65. The latest record indicates 2 years of industry experience and 13 years of reported work history. Reported roles include Meuli Law Office PC.

SEC disclosures list additional business and community activities: Meuli Law Office Pc; Non Investment Related; Founder/owner; Legal Services; Windsor.

Navigation Wealth Management, Inc.'s firm-level Form ADV reports 7 advisors across 2 offices; approximately 137.4 clients per advisor, average assets per client of $107,251, and regulatory AUM of $103.2M; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.

PortfolioFuture's firm-level 13F analysis covers $65.2M across 29 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Matthew Meuli personally.

Reported ETF positions

Navigation Wealth Management reports 29 ETF positions worth $65.2M on Form 13F; the largest are listed.

Largest ETF positions reported by Navigation Wealth Management
FundReported value
SPY — SPDR S&P 500 ETF TRUST$38.8M
JNK — State Street SPDR Bloomberg High Yield Bond ETF$5.8M
QUIZ — Zacks Quality International ETF$3.1M
SMIZ — Zacks Small/Mid Cap ETF$3M
AGG — iShares Core U.S. Aggregate Bond ETF$2.1M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Navigation Wealth Management, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Lawyer or Law Firm
  • Insurance Company or Agency
  • Real Estate Broker or Dealer

Location

2038 Caribou Drive, Fort Collins, CO 80525

7 advisors at this office.

Navigation Wealth Management office in Fort Collins, CO

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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