Navista Wealth Management, Inc.
● SEC registered since 2024CRD 332373SEC# 801-131013Minnetonka, MN
Reg. AUM
$709.6M
Employees
11
Accounts
1,477
Location
Minnetonka, MN
Navista Wealth Management, Inc. assets under management
Navista Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Minnetonka, MN. The firm has been registered since 2024. It reports $709.6 million in regulatory assets under management and employs 11 people.
Navista Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allyson Beth Pearson Control | Director Of Operations | Under 5% | 2024 |
| Jennifer Anne Kosola Control | Chief Compliance Officer/Managing Director | Under 5% | 2024 |
| Robert Alan Bjork Control | President And Vice President | Over 75% | 2024 |
Frequently asked questions
How much does Navista Wealth Management, Inc. manage?
Navista Wealth Management, Inc. reports $709.6 million in regulatory assets under management on its Form ADV.
How many employees does Navista Wealth Management, Inc. have?
Navista Wealth Management, Inc. reports 11 employees.
Where is Navista Wealth Management, Inc. located?
Navista Wealth Management, Inc. is based in Minnetonka, MN and has been SEC-registered since 2024.
Does Navista Wealth Management, Inc. disclose fund performance?
Navista Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10900 Wayzata Blvd., Suite 720, Minnetonka, MN 55305 |
| Phone | 612-315-2400 |
| Fax | 612-315-2428 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$709.6M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$709.6Mregulatory AUM
Discretionary $604.8MNon-discretionary $104.8M