Navigo Wealth Management, Llc
- Regulatory AUM
- $130M
- Discretionary
- $130M
- Clients
- 155
- Avg AUM / client
- $838K
- Accounts
- 560
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 73 | $15.6M | 12.0% |
| High net worth individuals | 82 | $113M | 87.2% |
| Corporations and other businesses | Fewer than 5 clients | $1.0M | 0.77% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Lee Cawyer | Registered representative | Mar 2008 (18y) | ||
| Rory Axel Robertson | Registered representative | Jul 2011 (15y) | ||
| Chase Robert Cawyer | Registered representative | Sep 2014 (12y) | ||
| Christel Lee Walker | Registered representative | CFP | Apr 2016 (10y) | |
| Shabana Mansur Nathoo | Registered representative | May 2017 (9y) | ||
| Douglas Thomas Reifel | Registered representative | Jan 2020 (7y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $130M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 20, 2026.
View current Form ADV (SEC/IAPD) ↗