{
  "crd_number": 146265,
  "slug": "navigo-wealth-management-llc-southlake-tx-146265",
  "primary_business_name": "NAVIGO WEALTH MANAGEMENT, LLC",
  "legal_name": "NAVIGO WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Southlake",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-03-02",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-04-20",
  "carried_forward": false,
  "raum_total": 129911187.0,
  "raum_discretionary": 129578751.0,
  "raum_non_discretionary": 332436.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 15625751.0,
      "count": 73
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 113284253.0,
      "count": 82
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 1001183.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "LA",
    "OK",
    "TX"
  ],
  "websites": [
    "https://facebook.com/NAVIGOWEALTH",
    "https://linkedin.com/COMPANY/NAVIGO-WEALTH-MANAGEMENT",
    "https://navigowealth.com",
    "https://twitter.com/NAVIGOWEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146265",
  "city_as_filed": "SOUTHLAKE",
  "url": "https://advisorcensus.com/firm/navigo-wealth-management-llc-southlake-tx-146265",
  "display_name": "Navigo Wealth Management, LLC",
  "summary": "Navigo Wealth Management, LLC is an SEC-registered investment advisory firm in Southlake, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.",
  "citation": "AdvisorCensus. Navigo Wealth Management, LLC (CRD 146265): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Navigo Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Navigo Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Navigo Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $500 to $2,500 (standard financial planning services); Hourly rate: $150 an hour (more specialized services, including but not limited to divorce financial…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Navigo Wealth Management, LLC located?",
      "a": "Navigo Wealth Management, LLC's principal office is in Southlake, TX, according to its Form ADV."
    },
    {
      "q": "Is Navigo Wealth Management, LLC registered with the SEC or a state?",
      "a": "Navigo Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 146265."
    },
    {
      "q": "How much does Navigo Wealth Management, LLC manage?",
      "a": "Navigo Wealth Management, LLC reports $129,911,187 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Navigo Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (82); individuals (other than high net worth individuals) (73)."
    },
    {
      "q": "Which custodians does Navigo Wealth Management, LLC use?",
      "a": "Navigo Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Navigo Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146265"
    },
    {
      "q": "Does Navigo Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"There is an account minimum, $100,000 per household, which may be waived by the investment advisor, based on the needs of the client and the complexity of the situation.\""
    },
    {
      "q": "What changed in Navigo Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Registered or notice-filed in AL, LA, OK."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in AL, LA, OK."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $2,500 (standard financial planning services)",
      "Hourly rate: $150 an hour (more specialized services, including but not limited to divorce financial…)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "There is an account minimum, $100,000 per household, which may be waived by the investment advisor, based on the needs of the client and the complexity of the situation."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $2,500 (standard financial planning services)"
        ],
        "quotes": [
          "We generally charge a fixed fee for standard financial planning services, which ranges between $500 and $2,500 for a set amount of completion hours ."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 an hour (more specialized services, including but not limited to divorce financial…)"
        ],
        "quotes": [
          "For more specialized services, including but not limited to divorce financial analyst consulting and end of life advising, an hourly rate is assessed for the number of hours worked at a rate of $150 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 2500.0,
          "period": "one_time",
          "service": "standard financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 150.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "more specialized services, including but not limited to divorce financial analyst consulting and end of life advising"
        }
      ]
    },
    "quotes": [
      "There is an account minimum, $100,000 per household, which may be waived by the investment advisor, based on the needs of the client and the complexity of the situation.",
      "We generally charge a fixed fee for standard financial planning services, which ranges between $500 and $2,500 for a set amount of completion hours .",
      "For more specialized services, including but not limited to divorce financial analyst consulting and end of life advising, an hourly rate is assessed for the number of hours worked at a rate of $150 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/navigo-wealth-management-llc-southlake-tx-146265.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 73,
      "fewer_than_5": false,
      "raum": 15625751.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 82,
      "fewer_than_5": false,
      "raum": 113284253.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1001183.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146265",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}