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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Navigate Financial LLC
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| CRD # | 325945 |
| SEC # | 801-128078 |
| CIK # | |
| AUM | $300.2 M (2025-02-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 801-905-1644 |
| Address | 999 E Murray Holladay Rd Salt Lake City, UT 84117 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 25.6 |
| (b) Individuals (high net worth individuals) | 10 | 15.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 47 | 257.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 237 | 300.2 |
| By Discretionary | ||
| Discretionary | 210 | 69.5 |
| Non-Discretionary | 27 | 230.7 |
| Total | 237 | 300.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.2 | |
| Total | 237 | 300.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kaufman Rossin Wealth LLC
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|
FL | 0.3 |
|
Diversified Financial Management Associates Inc
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MA | 0.3 |
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Darden Wealth Group Inc
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MI | 0.3 |
|
May Barnhard Investments LLC
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MD | 0.3 |
|
TSA Wealth Management LLC
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TX | 0.3 |
|
Wealth Advisors Northwest LLC
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OR | 0.3 |
|
Oneamerica Securities Inc
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IN | 0.3 |
|
Cloud Investments LLC
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|
AL | 0.3 |
|
Parkview US LLC
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|
NY | 0.3 |
|
Fluent Financial LLC
✚
|
TX | 0.3 |