Navista Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Minnetonka, MN. Its latest Form ADV filing, dated March 5, 2026, reports $710M in regulatory assets under management, 11 employees, 1 office, and 1,477 accounts.
Assets Under Management
$710M
Employees
11
Offices
1 office
Total Clients
402
Primary office
MINNETONKA, MN
10900 WAYZATA BLVD., SUITE 720, MINNETONKA, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.8% of total clients.
Top client categories% of clientsClients
1
HNWI
48.8%
196
2
Individuals
47.0%
189
3
Pension Plans
3.5%
14
4
Charitable
0.7%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$710Mas of March 5, 2026
Discretionary85.2%
$605M
85% of total RAUM85.2%
Non-discretionary14.8%
$105M
15% of total RAUM14.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$710M
Total Accounts1,477
10Y AUM Change+$710M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee37:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.