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| Keyboard |
| Navigo Wealth Management LLC
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|
|---|---|
| CRD # | 146265 |
| SEC # | 801-135369 |
| CIK # | |
| AUM | 129.9 M (2026-04-20) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 281-804-4392 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 15.6 |
| (b) Individuals (high net worth individuals) | 82 | 113.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 560 | 129.9 |
| By Discretionary | ||
| Discretionary | 558 | 129.6 |
| Non-Discretionary | 2 | 0.3 |
| Total | 560 | 129.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 129.0 | |
| Total | 560 | 129.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Montgomery Capital Advisors LLC
✚
|
NY | 130.1 M |
|
Seven Hills Capital Advisors LLC
✚
|
OH | 130.0 M |
|
Wheels Up Wealth Inc
✚
|
130.0 M | |
|
Safe Harbor Fiduciary LLC
✚
|
FL | 129.9 M |
|
Catalyst Investment Management LLC
✚
|
129.8 M | |
|
Financial Network Specialists LLC
✚
|
129.8 M | |
|
Pebble Valley Holdings Inc
✚
|
IL | 129.5 M |
|
Intrinsic Investors LLC
✚
|
WI | 129.4 M |
|
CGI Wealth Advisors Inc
✚
|
PA | 129.4 M |
|
Trust Beyond Corp
✚
|
129.4 M |