Navigate Financial LLC
● SEC registered since 2023CRD 325945SEC# 801-128078Salt Lake City, UT
Reg. AUM
$337.9M
Employees
3
Accounts
278
Location
Salt Lake City, UT
Navigate Financial LLC assets under management
Navigate Financial LLC is an investment advisory firm registered with the SEC based in Salt Lake City, UT. The firm has been registered since 2023. It reports $337.9 million in regulatory assets under management and employs 3 people.
Navigate Financial LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin West Driggs Control | Member & Chief Compliance Officer | 50-75% | 2023 |
| Tiffany Smith Control | Member | 50-75% | 2023 |
Frequently asked questions
How much does Navigate Financial LLC manage?
Navigate Financial LLC reports $337.9 million in regulatory assets under management on its Form ADV.
How many employees does Navigate Financial LLC have?
Navigate Financial LLC reports 3 employees.
Where is Navigate Financial LLC located?
Navigate Financial LLC is based in Salt Lake City, UT and has been SEC-registered since 2023.
Does Navigate Financial LLC disclose fund performance?
Navigate Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 999 E. Murray Holladay Rd, Suite 202, Salt Lake City, UT 84117 |
| Phone | 801-905-1644 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$337.9M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$337.9Mregulatory AUM
Discretionary $79.6MNon-discretionary $258.3M