Navigoe, LLC
Navigoe, LLC is an SEC-registered wealth manager in Redondo Beach, CA with $407.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Navigoe, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168716, SEC 801-78471, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $407.8M (2026-05-04)
- Firm type
- Wealth Manager
- Location
- Redondo Beach, CA
- Employees
- 3
- Clients
- 156
- CRD
- 168716
- Ownership
- LEONARD, SCOTT, ALAN; TOYA, ERIC, SEIJI; LEONARD FAMILY TRUST
How much AUM does Navigoe, LLC have?
Navigoe, LLC reported $407.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Navigoe, LLC?
Disclosed owners and executives of Navigoe, LLC include LEONARD, SCOTT, ALAN, TOYA, ERIC, SEIJI, LEONARD FAMILY TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.