Navista Wealth Management, Inc.
Navista Wealth Management, Inc. is an SEC-registered wealth manager in Minnetonka, MN with $709.6M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Navista Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332373, SEC 801-131013, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $709.6M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Minnetonka, MN
- Employees
- 11
- Clients
- 402
- CRD
- 332373
- Ownership
- KOSOLA, JENNIFER, ANNE; BJORK, ROBERT, ALAN; PEARSON, ALLYSON, BETH
How much AUM does Navista Wealth Management, Inc. have?
Navista Wealth Management, Inc. reported $709.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Navista Wealth Management, Inc.?
Disclosed owners and executives of Navista Wealth Management, Inc. include KOSOLA, JENNIFER, ANNE, BJORK, ROBERT, ALAN, PEARSON, ALLYSON, BETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.