NAVIGEN WEALTH MANAGEMENT
  • NAVIGEN WEALTH MANAGEMENT
  • NAGEL & ASSOCIATES, LLC
  • WARBER WEALTH MANAGEMENT
  • NAVIGEN, LLC
  • NAGEL & ASSOCIATES, LLC D/B/A NAGEL PRIVATE WEALTH MANAGEMENT

Adviser Profile

As of Date 05/22/2025
Registration status Terminated
ADV Location GREEN BAY, WI, United States
Contact Info 920 xxxxxxx
Websites
AUM* 187,789,799 11%
of that, discretionary 187,789,799 11%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 311,943 5%
% High Net Worth 19.18% 3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

188M 161M 134M 107M 80M 54M 27M
2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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