|
⚲
|
| Navista Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 332373 |
| SEC # | 801-131013 |
| CIK # | |
| AUM | $709.6 M (2026-03-05) |
| Employees | 11 (27% Investors, 36% Brokers) |
| Phone | 612-315-2400 |
| Address | 10900 Wayzata Blvd Minnetonka, MN 55305 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 49.7 |
| (b) Individuals (high net worth individuals) | 196 | 620.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 35.5 |
| (h) Charitable organizations | 3 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,477 | 709.6 |
| By Discretionary | ||
| Discretionary | 1,227 | 604.8 |
| Non-Discretionary | 250 | 104.8 |
| Total | 1,477 | 709.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 709.6 | |
| Total | 1,477 | 709.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Meridian Investment Counsel Inc
✚
|
0.7 | |
|
R S Crum Inc
✚
|
CA | 0.7 |
|
Main Street Retirement Planning LLC
✚
|
TX | 0.7 |
|
Old Peak Finance LLC
✚
|
NC | 0.7 |
|
Peak Planning Group LLC
✚
|
CO | 0.7 |
|
Rogan & Associates Inc
✚
|
FL | 0.7 |
|
Solidarity Wealth LLC
✚
|
UT | 0.7 |
|
Aberdeen Wealth Management LLC
✚
|
IL | 0.7 |
|
Dream Capital Advisors LLC
✚
|
IL | 0.7 |
|
Bonnie WUSZ & Associates Inc
✚
|
CA | 0.7 |