Principal/wealth Management Advisor/member · Navigo Wealth Management, LLC
Christel L. Walker
CRD 5476319 · Named on Form ADV at one SEC-registered adviser
At a glance
Navigo Wealth Management, LLC, an SEC-registered wealth manager with $130 million in regulatory assets, lists Christel L. Walker on its Form ADV as Principal/wealth Management Advisor/member.
Firms and roles
- Navigo Wealth Management, LLCPrincipal/wealth Management Advisor/memberWealth manager · United States · $130M in regulatory assets
AtlasMembers
Christel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Mark L. CawyerManaging Principal/managing Member/chief Compliance Officer, Navigo Wealth Management, LLC
- Rory A. RobertsonWealth Management Advisor/member, Navigo Wealth Management, LLC
- Chase R. CawyerWealth Management Advisor/member, Navigo Wealth Management, LLC
- Shabana M. NathooPrincipal/wealth Management Advisor/member, Navigo Wealth Management, LLC
- Douglas T. ReifelWealth Management Advisor/member, Navigo Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.