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NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373File 801-131013
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$709.6M
Above cohort median (national)
Discretionary AUM
$604.8M
Non-discretionary $104.8M
Clients
402
1,477 accounts
Employees
11
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 5, 2024
- Principal office
- 10900 WAYZATA BLVD., SUITE 720, MINNETONKA, MN, 55305
- Phone
- 612-315-2400
- Website
- https://navistawealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $709.6M
- Discretionary AUM
- $604.8M
- Non-discretionary AUM
- $104.8M
- Discretionary accounts
- 1,227
- Non-discretionary accounts
- 250
- Total accounts
- 1,477
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.5M |
| High net worth individuals | 196 | $620.9M |
| Pension and profit sharing plans | 14 | $35.5M |
| Individuals (other than high net worth individuals) | 189 | $49.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.