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| Happy Holidays!! thanks for using AUM13F!! |
| Navista Wealth Management Inc
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| CRD # | 332373 |
| SEC # | 801-131013 |
| CIK # | |
| AUM | $632.6 M (2025-04-24) |
| Employees | 11 (27% Investors, 64% Brokers) |
| Phone | 612-315-2400 |
| Address | 10900 Wayzata Blvd Minnetonka, MN 55305 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 275 | 159.1 |
| (b) Individuals (high net worth individuals) | 86 | 450.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 13.1 |
| (h) Charitable organizations | 2 | 3.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 5.0 |
| (n) Other | 5 | 1.1 |
| Total | 1,503 | 632.6 |
| By Discretionary | ||
| Discretionary | 1,349 | 506.1 |
| Non-Discretionary | 154 | 126.5 |
| Total | 1,503 | 632.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 632.6 | |
| Total | 1,503 | 632.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sa Mason LLC
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|
MI | 0.6 |
|
HOEY Investments Inc
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|
PA | 0.6 |
|
Wisdom Financial Services LLC
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|
IL | 0.6 |
|
Integris Wealth Management LLC
✚
|
CA | 0.6 |
|
Downtown Wealth Studios LLC
✚
|
FL | 0.6 |
|
Aberdeen Wealth Management LLC
✚
|
IL | 0.6 |
|
Service Academy Capital Management LLC
✚
|
TX | 0.6 |
|
West Branch Capital LLC
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|
MA | 0.6 |
|
New Vernon Wealth Management LLC
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|
IL | 0.6 |
|
Solidarity Wealth LLC
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|
UT | 0.6 |