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Building 2NAVIGO WEALTH MANAGEMENT, LLC

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Phone281-804-4392
NotebookSEC #801-135369
Total AUM
$129.9M
Employees
6
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
281-804-4392
Other Offices
5

ReceiptFinancials

Total AUM
$129.9M
Accounts
560
Discretionary
$129.6M
Accounts
558
Non-Discretionary
$332.4K
Accounts
2

ContactClients

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Individual Clients
73
AUM
$15.6M
HNW Individual Clients
82
AUM
$113.3M
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALLAOKTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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