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NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373 · SEC 801-131013
10900 WAYZATA BLVD., SUITE 720, MINNETONKA, MN, 55305, United States
Phone
612-315-2400
Fax
612-315-2428
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$709.6M
Discretionary AUM
$604.8M
Team
11 total employees; 3 advisory reps; 8 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 189 | $49.7M |
| High net worth individuals | 196 | $620.9M |
| Pension/profit sharing plans | 14 | $35.5M |
| Charitable organizations | 3 | $3.5M |
States served
AZ, MN, NY, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD