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Navista Wealth Management, Inc.

● SEC registered since 2024CRD 332373SEC# 801-131013Minnetonka, MN
Export (members)
Reg. AUM
$632.6M
Employees
11
Accounts
1,503
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 $632.6 million in regulatory assets under management and employs 11 people.
navistawealth.comView on SEC.gov ↗

Navista Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Allyson Beth Pearson ControlDirector Of OperationsUnder 5%2024
Jennifer Anne Kosola ControlChief Compliance Officer/Managing DirectorUnder 5%2024
Robert Alan Bjork ControlPresident And Vice PresidentOver 75%2024

Frequently asked questions

How much does Navista Wealth Management, Inc. manage?

Navista Wealth Management, Inc. reports $632.6 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

Address10900 Wayzata Blvd., Suite 720, Minnetonka, MN 55305
Phone612-315-2400
Fax612-315-2428
Office hours8:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$506.1M
Non-discretionary$126.5M
Total (RAUM)$632.6M