# NAVIGATE WEALTH MANAGEMENT, LLC

NAVIGATE WEALTH MANAGEMENT, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser.

## Registration

- CRD: 173770
- Type: SEC-registered investment adviser
- SEC file number: 801-114048
- Location: 2850 19TH STREET SOUTH, SUITE 350, BIRMINGHAM, AL, 35209
- Phone: 205-224-9500
- Latest filing: 2026-04-06
- Regulatory AUM: $429.6M
- Discretionary AUM: $429.6M
- Clients: 8
- Accounts: 873

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Caleb Ryan Hopkins | PRINCIPAL | — |
| Carl Johan Grahs | PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| GRAHS CARL JOHAN | PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| HOPKINS CALEB RYAN | PRINCIPAL | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BIRMINGHAM | AL | 1 | 2052249500 |
| BIRMINGHAM | AL | 1 | 2052596447 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173770/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173770/similar
- Related entities: https://search.stillhousedata.com/firm/173770/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173770

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.