NAVIGO WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$129,911,187
Discretionary
$129,578,751
Non-discretionary
$332,436
Firm details
- CRD number
- 146265
- SEC file number
- 801-135369
- Employees
- 6
- SEC status
- Approved
- Website
- HTTPS://TWITTER.COM/NAVIGOWEALTH
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.