NAVIGO WEALTH MANAGEMENT, LLC

NAVIGO WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 146265). Regulatory assets under management: $129.9M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

NameRoleLocation
Mark Lee CawyerMANAGING PRINCIPAL/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER
Rory Axel RobertsonWEALTH MANAGEMENT ADVISOR/MEMBER
Christel Lee WalkerPRINCIPAL/WEALTH MANAGEMENT ADVISOR/MEMBER
Chase Robert CawyerWEALTH MANAGEMENT ADVISOR/MEMBER
Shabana Mansur NathooPRINCIPAL/WEALTH MANAGEMENT ADVISOR/MEMBER
Douglas Thomas ReifelWEALTH MANAGEMENT ADVISOR/MEMBER

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