Navigo Wealth Management, LLC

Overview

Navigo Wealth Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2026. The firm focuses on serving individual and family clients and provides financial planning alongside portfolio management for individuals and small businesses. Its compensation model combines a percentage-of-assets-under-management fee with the availability of fixed-fee arrangements. Navigo does not identify as an active ESG investor and does not position itself as a pension consultant or capital allocator. The firm’s advisory activity centers on personalized planning and discretionary portfolio oversight rather than institutional or multi-state consulting mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices