# Navigo Wealth Management

Navigo Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/navigo-wealth-management

## Regulatory record

- **CRD number:** 146265
- **SEC file number:** 801-135369
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146265

## About

NAVIGO WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in SOUTHLAKE, TX, registered since 2026. The firm manages $130 million in assets on a discretionary basis. It has 6 employees and 6 investment advisers.

## Questions

### Who runs Navigo Wealth Management?

No named principals or executives are publicly listed for Navigo Wealth Management. The firm does not appear to disclose its leadership on public platforms or regulatory filings.

### How much capital does Navigo Wealth Management manage?

The firm has not publicly disclosed its AUM. No estimate can be reliably inferred from available sources.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/navigo-wealth-management-llc

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