Navigo Wealth Management, LLC
● SEC registered since 2026CRD 146265SEC# 801-135369
Reg. AUM
$129.9M
Employees
6
Accounts
560
Location
—
Navigo Wealth Management, LLC assets under management
Navigo Wealth Management, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It reports $129.9 million in regulatory assets under management and employs 6 people.
Navigo Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chase Robert Cawyer Control | Wealth Management Advisor/Member | 5-10% | 2014 |
| Christel Lee Walker | Principal/Wealth Management Advisor/Member | 10-25% | 2016 |
| Douglas Thomas Reifel Control | Wealth Management Advisor/Member | 5-10% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Navigo Wealth Management, LLC manage?
Navigo Wealth Management, LLC reports $129.9 million in regulatory assets under management on its Form ADV.
How many employees does Navigo Wealth Management, LLC have?
Navigo Wealth Management, LLC reports 6 employees.
Does Navigo Wealth Management, LLC disclose fund performance?
Navigo Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 281-804-4392 |
| Fax | 281-261-2659 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$129.9MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$129.9Mregulatory AUM
Discretionary $129.6MNon-discretionary $332K