Navigo Wealth Management, LLC

Navigo Wealth Management, LLC (CRD# 146265) is a financial advisory firm headquartered in Sugar Land, TX. They manage $29,046,000 in 178 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $163,180
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Navigo Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Mark L. Cawyer
CRD#: 4568156
Sugar Land, TX
98
Wealthminder
score

Mark Cawyer (CRD# 4568156) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in Sugar Land, TX and has over 14 years of experience in the finance industry.

2
Chase R. Cawyer
CRD#: 6386566
, Temple, TX 76502
93
Wealthminder
score
Chase Cawyer (CRD# 6386566) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in Sugar Land, TX and has 1 year of experience in the finance industry.
3
Christel L. Walker
CRD#: 5476319
Sugar Land, TX
93
Wealthminder
score

Christel Walker (CRD# 5476319) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in Sugar Land, TX and has over 8 years of experience in the finance industry.

4
Rory A. Robertson
CRD#: 4449679
Katy, TX
68
Wealthminder
score

Rory Robertson (CRD# 4449679) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in Katy, TX and has over 14 years of experience in the finance industry.

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