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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-05-2008
- Office Locations
- 3
Office Locations
About Navigo Wealth Management, LLC
Navigo Wealth Management is an independent, fee-based fiduciary RIA serving clients across Texas and select states. The firm delivers comprehensive wealth management and retirement planning, including tax minimization and wealth transfer/protection, alongside portfolio management guided by a disciplined, volatility-focused approach targeting steady returns across market cycles. Client assets are custodied at Fidelity, and the team offers full-lifecycle planning for physicians.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK LEE CAWYER
Chief Compliance Officer, Managing Member, MANAGING PRINCIPAL, Wealth Management Advisor
- CRD
- #4568156
- Ownership
- 25% but less than 50%
SHABANA MANSUR NATHOO
PRINCIPAL, WEALTH MANAGEMENT ADVISOR
- CRD
- #4717304
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,578,751 | $232,220 |
| Non-Discretionary | $332,436 | $166,218 |
| Total | $129,911,187 | $231,984 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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