Navigo Wealth Management, LLC

RIASEC & State Registered

Total AUM

$130M

Discretionary

$130M

100% of AUM

Avg account

$232K

Accounts

560

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 146265
Registered since: March 2, 2026
Website: navigowealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI87.2%
Individuals12.03%
Corporations / Businesses0.77%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Navigo Wealth Management, LLC is an independent, owner-operated registered investment adviser that was registered with the SEC in 2026. The firm focuses on individuals and families, delivering financial planning and portfolio management services, including work for small-business owners. Its fee arrangement combines a percentage-of-AUM component with fixed-fee engagements. Navigo is not positioned as a capital allocator and does not identify as an active ESG investor.