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NAVIGATE FINANCIAL LLC

SALT LAKE CITY, UT · CRD 325945 · IAPD ↗ · 801-905-1644

$337.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2025 — NAVIGATE FINANCIAL LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
43
April 2024 — NAVIGATE FINANCIAL LLC filed an Item 4A succession naming NAVIGATE FINANCIAL LLC (CRD 325945) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
70
April 2024 — NAVIGATE FINANCIAL LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.