# Navigate Financial

Navigate Financial is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://navigatefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/navigate-financial

## Regulatory record

- **CRD number:** 325945
- **SEC file number:** 801-128078
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325945

## About

NAVIGATE FINANCIAL LLC is an SEC-registered investment adviser in SALT LAKE CITY, UT, registered since 2023. The firm manages $338 million in assets, with $80 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### Who runs investment decisions at Navigate Financial?

No named principals or investment professionals are publicly associated with Navigate Financial LLC. The firm has no visible leadership on any public registry or professional platform.

### What is Navigate Financial's investment strategy?

Navigate Financial does not publicly state an investment strategy. No asset-class mix, stage preference, or geographic focus has been disclosed. The firm's approach is unknown.

### What is the AUM of Navigate Financial?

Navigate Financial has not disclosed its assets under management. The firm's financial scale is unknown.

### Where is Navigate Financial headquartered?

No headquarters location is publicly listed for Navigate Financial LLC. The firm's city, state, and country are not verifiable.

### Does Navigate Financial have any known portfolio companies?

No portfolio companies, direct investments, or fund commitments are publicly attributed to Navigate Financial. The firm's holdings are not disclosed.

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Last updated: 2026-06-03T20:00:00.000Z

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