Navigate Financial LLC
Navigate Financial LLC is an SEC-registered wealth manager in Salt Lake City, UT with $337.9M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Navigate Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325945, SEC 801-128078, data through 2026-01-30.
- AUM (assets under management / regulatory AUM)
- $337.9M (2026-01-30)
- Firm type
- Wealth Manager
- Location
- Salt Lake City, UT
- Employees
- 3
- Clients
- 161
- CRD
- 325945
- Ownership
- DRIGGS, BENJAMIN, WEST; NAVIGATE FINANCIAL HOLDINGS LLC; Karkanen, Nicholas; SMITH, TIFFANY
How much AUM does Navigate Financial LLC have?
Navigate Financial LLC reported $337.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-30).
Who owns Navigate Financial LLC?
Disclosed owners and executives of Navigate Financial LLC include DRIGGS, BENJAMIN, WEST, NAVIGATE FINANCIAL HOLDINGS LLC, Karkanen, Nicholas, SMITH, TIFFANY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.