NAVIGEN, LLC
Legal name: NAVIGEN WEALTH MANAGEMENT
CRD #145458 SEC #801-114856 GREEN BAY, WI 920-676-3334
SEC Registered
Total AUM
$187.8M
Discretionary
$187.8M
Employees
2
Clients
51
Accounts
602
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $187.8M | $187.8M | $0 | 2 | 1 |
| Feb 2025 | $187.8M | $187.8M | $0 | 2 | 1 |
| Feb 2024 | $169.3M | $169.3M | $0 | 2 | 1 |
| Feb 2024 | $169.3M | $169.3M | $0 | 2 | 1 |
| Feb 2023 | $141.2M | $141.2M | $0 | 3 | 0 |
| Feb 2023 | $141.2M | $141.2M | $0 | 3 | 0 |
| Jul 2022 | $183M | $183M | $0 | 3 | 0 |
| Mar 2022 | $183M | $183M | $0 | 3 | 0 |
| Mar 2022 | $183M | $183M | $0 | 3 | 0 |
| Nov 2021 | $160.7M | $160.7M | $0 | 3 | 0 |
| May 2021 | $160.7M | $160.7M | $0 | 3 | 0 |
| Feb 2021 | $160.7M | $160.7M | $0 | 3 | 0 |
| Feb 2021 | $160.7M | $160.7M | $0 | 3 | 0 |
| Jun 2020 | $132.7M | $132.7M | $0 | 3 | 0 |
| Feb 2020 | $132.7M | $132.7M | $0 | 3 | 0 |
| Feb 2019 | $113.3M | $113.3M | $0 | 3 | 0 |
DateFeb 2025
Total AUM$187.8M
Discretionary$187.8M
Non-Disc.$0
Employees2
Clients1
DateFeb 2025
Total AUM$187.8M
Discretionary$187.8M
Non-Disc.$0
Employees2
Clients1
DateFeb 2024
Total AUM$169.3M
Discretionary$169.3M
Non-Disc.$0
Employees2
Clients1
DateFeb 2024
Total AUM$169.3M
Discretionary$169.3M
Non-Disc.$0
Employees2
Clients1
DateFeb 2023
Total AUM$141.2M
Discretionary$141.2M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$141.2M
Discretionary$141.2M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees3
Clients0