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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

NAVIGEN WEALTH MANAGEMENT

NAVIGEN, LLC, CRD 145458

GREEN BAY, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:10b3e57b-91bc-0c38-1c44-d1ea232ea94f

Data as of Feb 10, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 6
On other graphs: 0
Observed: Feb 15, 2019 to Feb 10, 2025
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $188MItem 5.F on the latest filing (2025-02-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $188M
Private client RAUM: $188MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 602
Individual clients: 177
High net worth clients: 42
SEC number: 801-114856
CRD: 145458
Filings on the tape: 15
First filed: Feb 15, 2019
Latest filed: Feb 10, 2025
Organised: Limited Liability Company, WI
Website: navigenwealth.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
NAGEL, BRADLEY, GENE	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	yes	04/2008	Feb 15, 2019	Feb 12, 2024
Nagel, Todd, William	Member	A	no	01/2018	Feb 15, 2019	Feb 12, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Feb 10, 2025	$188M	$188M	2	2	1	n/a	n/a
2023	Feb 10, 2024	$169M	$169M	2	2	1	n/a	n/a
2022	Feb 2, 2023	$141M	$141M	3	2	1	n/a	n/a
2021	Mar 11, 2022	$183M	$183M	3	3	1	n/a	n/a
2020	Feb 9, 2021	$161M	$161M	3	3	2	n/a	n/a
2019	Feb 26, 2020	$133M	$133M	3	3	2	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$188M	$169M	10.9%	$183M	0.9%	2	2	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BLUEPRINT FINANCIAL ADVISORS	2	May 20, 2025	Apr 16, 2025	WAUSAU, WI	Team lift out	RIA to RIA	100.0%

Relationships

Registered with (3)

← BRADLEY GENE NAGELAdvisorregistration: previous registration
May 14, 2008 to May 20, 2025factForm ADV
← BRIAN JOHN VERSEYAdvisorregistration: previous registration
Mar 13, 2012 to May 20, 2025factForm ADV
← CHRISTOPHER LEE WARBERAdvisorregistration: previous registration
Jan 17, 2018 to Apr 22, 2022factForm ADV

Moved with (1)

→ BLUEPRINT FINANCIAL ADVISORSRegistered adviser2 advisors, team lift out, same day
May 20, 2025 to Apr 16, 2025factForm ADV

Controls (1)

← NAGEL, BRADLEY, GENEOwnerCHIEF COMPLIANCE OFFICER / MANAGING MEMBER, ownership code E, individual
Feb 15, 2019 to Feb 12, 2024factForm ADV

Owns (1)

← Nagel, Todd, WilliamOwnerMEMBER, ownership code A, individual
Feb 15, 2019 to Feb 12, 2024factForm ADV

Dated events

Occurred
Jun 2, 2025
Left the SEC roster
Navigen Wealth Management no longer on the SEC adviser roster (last listed 2025-05-02, RAUM $187.8M)
Form ADVobserved 4 days ago
$188M
Occurred
May 20, 2025
Team lift-out
2 advisors left Navigen Wealth Management (Wausau, WI) for Blueprint Financial Advisors on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
May 20, 2025
Advisor changed firm
Brian John Versey left Navigen Wealth Management for Blueprint Financial Advisors (registered 2025-04-16)
Form ADVobserved 4 days ago
Occurred
May 20, 2025
Advisor changed firm
Bradley Gene Nagel left Navigen Wealth Management for Blueprint Financial Advisors (registered 2025-04-15)
Form ADVobserved 4 days ago
Occurred
Apr 22, 2022
Advisor changed firm
Christopher Lee Warber left Navigen Wealth Management for Advisory Services Network (registered 2022-04-21)
Form ADVobserved 4 days ago
Occurred
Feb 15, 2019
First Form ADV filing
Navigen Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:10b3e57b-91bc-0c38-1c44-d1ea232ea94f
First observed: Feb 15, 2019
Last observed: Feb 10, 2025 19 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NAVIGEN WEALTH MANAGEMENT

NAVIGEN, LLC, CRD 145458

GREEN BAY, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:10b3e57b-91bc-0c38-1c44-d1ea232ea94f

Data as of Feb 10, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:02 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

NAGEL, BRADLEY, GENE

CHIEF COMPLIANCE OFFICER / MANAGING MEMBER

yes

04/2008

Feb 15, 2019

Feb 12, 2024

Nagel, Todd, William

Member

01/2018

Feb 15, 2019

Feb 12, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 10, 2025

$188M

n/a

2023

Feb 10, 2024

$169M

n/a

2022

Feb 2, 2023

$141M

n/a

2021

Mar 11, 2022

$183M

n/a

2020

Feb 9, 2021

$161M

n/a

2019

Feb 26, 2020

$133M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$188M

$169M

10.9%

$183M

0.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BLUEPRINT FINANCIAL ADVISORS

May 20, 2025

Apr 16, 2025

WAUSAU, WI

Team lift out

RIA to RIA

100.0%