NAVISTA WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$709,598,783
Discretionary
$604,777,956
Non-discretionary
$104,820,827
Firm details
- CRD number
- 332373
- SEC file number
- 801-131013
- Main office
- MINNETONKA, MN, United States
- Employees
- 11
- SEC status
- Approved
- Website
- https://navistawealth.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.