NAVIGO WEALTH MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $129.9M |
| Discretionary | $129.6M100% of AUM |
| Non-Discretionary | $332K |
| Client Accounts | 560 |
| Avg Account Size | $232K |
| Employees | 6 |
| Peak AUM | $129.9MJan 2026 |
AUM by Client Type
Total AUM
$130M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $130M | 0.0% | — | — | — |
| Discretionary AUM | $130M | 0.0% | |||
Key Metrics
| Total AUM | $129.9M |
| Discretionary | $129.6M |
| Employees | 6 |
| Client Accounts | 560 |
| Client Range | 51-100 |
Contact & Location
Phone
281-804-4392
Filing History
5 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$130M
99.7% of AUM
Non-Discretionary
$332,436
0.3% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported