Navigo Wealth Management, LLC

Navigo Wealth Management, LLC (CRD# 146265) is a financial advisory firm headquartered in Southlake, TX. They manage $107,673,318 in 543 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    543
    ACCOUNTS
  • Average Account Value
    $198,293
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, LA, OK, TX

Financial Advisors at Navigo Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Chase R. Cawyer
CRD#: 6386566
North Richland Hills, TX
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.
2
Mark L. Cawyer
CRD#: 4568156
North Richland Hills, TX

Mark Cawyer (CRD# 4568156) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in North Richland Hills, TX and has over 21 years of experience in the finance industry.

3
Shabana M. Nathoo
CRD#: 4717304
Houston, TX

Shabana Nathoo (CRD# 4717304) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in Houston, TX and has over 19 years of experience in the finance industry.

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

Rory Robertson (CRD# 4449679) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in Katy, TX and has over 21 years of experience in the finance industry.

5
Christel L. Walker
CRD#: 5476319
North Richland Hills, TX

Christel Walker (CRD# 5476319) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in North Richland Hills, TX and has over 15 years of experience in the finance industry.

6
Douglas T. Reifel
CRD#: 7196789
North Richland Hills, TX

Douglas Reifel (CRD# 7196789) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in North Richland Hills, TX and has over 4 years of experience in the finance industry.

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