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NAVIGEN WEALTH MANAGEMENT

GREEN BAY, WI · CRD 145458 · IAPD ↗ · navigenwealth.com · 920-676-3334

$187.8MRegulatory AUM
2Advisory reps
2Employees
1Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
June 2025 — NAVIGEN WEALTH MANAGEMENT (GREEN BAY, WI) left the SEC roster (was $187.8M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.