Overview
Assets Under Management: $188 million
Headquarters: GREEN BAY, WI
High-Net-Worth Clients: 42
Average Client Assets: $3.4 million
Frequently Asked Questions
NAVIGEN WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145458), NAVIGEN WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
NAVIGEN WEALTH MANAGEMENT is headquartered in GREEN BAY, WI.
NAVIGEN WEALTH MANAGEMENT serves 42 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, NAVIGEN WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
NAVIGEN WEALTH MANAGEMENT manages $188 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, NAVIGEN WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.12%
Average Client Assets: $3.4 million
Total Client Accounts: 602
Discretionary Accounts: 602
Regulatory Filings
CRD Number: 145458
Filing ID: 1938124
Last Filing Date: 2025-02-10 12:40:00