# NAVIGO WEALTH MANAGEMENT, LLC

NAVIGO WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 146265
- Type: SEC-registered investment adviser
- SEC file number: 801-135369
- Phone: 281-804-4392
- Latest filing: 2026-04-20
- Regulatory AUM: $129.9M
- Discretionary AUM: $129.6M
- Non-discretionary AUM: $332K
- Clients: 6
- Accounts: 560

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Mark Lee Cawyer | MANAGING PRINCIPAL/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Rory Axel Robertson | WEALTH MANAGEMENT ADVISOR/MEMBER | — |
| Christel Lee Walker | PRINCIPAL/WEALTH MANAGEMENT ADVISOR/MEMBER | — |
| Chase Robert Cawyer | WEALTH MANAGEMENT ADVISOR/MEMBER | — |
| Shabana Mansur Nathoo | PRINCIPAL/WEALTH MANAGEMENT ADVISOR/MEMBER | — |
| Douglas Thomas Reifel | WEALTH MANAGEMENT ADVISOR/MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146265/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146265/similar
- Related entities: https://search.stillhousedata.com/firm/146265/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146265

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.