# NAVIGATE FINANCIAL LLC

NAVIGATE FINANCIAL LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 325945
- Type: SEC-registered investment adviser
- SEC file number: 801-128078
- Location: 999 E. MURRAY HOLLADAY RD, SUITE 202, SALT LAKE CITY, UT, 84117
- Phone: 801-905-1644
- Latest filing: 2026-01-30
- Regulatory AUM: $337.9M
- Discretionary AUM: $79.6M
- Non-discretionary AUM: $258.3M
- Clients: 3
- Accounts: 278

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Benjamin West Driggs | MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Tiffany Smith | MEMBER | — |
| Karkanen Nicholas | CHIEF COMPLIANCE OFFICER | — |
| DRIGGS BENJAMIN WEST | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| SMITH TIFFANY | MANAGING MEMBER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325945/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325945/similar
- Related entities: https://search.stillhousedata.com/firm/325945/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325945

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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.