| 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 |
Navigo Wealth Management, LLC reports $129.9 million in regulatory assets under management on its Form ADV.
Navigo Wealth Management, LLC reports 6 employees.
Navigo Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $129.6M |
| Non-discretionary | $332K |
| Total (RAUM) | $129.9M |