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NAVIGO WEALTH MANAGEMENT, LLC
CRD 146265 · SEC 801-135369
AL, United States
Phone
281-804-4392
Fax
281-261-2659
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$129.9M
Discretionary AUM
$129.6M
Team
6 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $15.6M |
| High net worth individuals | 82 | $113.3M |
States served
AL, LA, OK, TX
All web addresses on file
Official SEC filing: View on IAPD