Overview
Assets Under Management: $130 million
High-Net-Worth Clients: 82
Average Client Assets: $1 million
Frequently Asked Questions
NAVIGO WEALTH MANAGEMENT, LLC 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 #146265), NAVIGO WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
NAVIGO WEALTH MANAGEMENT, LLC serves 82 high-net-worth clients according to their SEC filing dated January 20, 2026. View client details ↓
According to their SEC Form ADV, NAVIGO WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
NAVIGO WEALTH MANAGEMENT, LLC manages $130 million in client assets according to their SEC filing dated January 20, 2026.
According to their SEC Form ADV, NAVIGO WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.20
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 560
Discretionary Accounts: 558
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 146265
Filing ID: 2043234
Last Filing Date: 2026-01-20 21:51:28