NAVISTA WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2024

Total AUM

$710M

Discretionary

$605M

85% of AUM

Avg account

$480K

Accounts

1,477

Employees

Advisory reps

Firm details

Headquarters: MINNETONKA, Minnesota
CRD number: 332373
Registered since: September 5, 2024
Website: navistawealth.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.5%
Individuals7%
Pension & Profit Sharing Plans5%
Charitable Organizations0.5%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Navista Wealth Management, Inc. is an independent registered investment adviser that began SEC registration in 2024 and is owned by an individual principal. The firm serves a mix of individual and family clients alongside institutional relationships, focusing its advisory work on financial planning and portfolio management for individuals and small businesses. Its fee roster includes percentage-of-AUM arrangements alongside hourly and fixed-fee engagements, allowing flexibility for different client needs. Investment posture is geared toward pooled public vehicles rather than acting as a capital allocator to external managers. The firm is not an active ESG investor and does not identify as a pension consultant or related adviser. Portfolio decisions appear to favor scalable fund solutions and model accounts managed on a discretionary basis for most clients.