NAVISTA WEALTH MANAGEMENT, INC.
CRD #332373 SEC #801-131013 MINNETONKA, MN 612-315-2400
SEC Registered
Total AUM
$632.6M
Discretionary
$506.1M
Employees
11
Clients
101
Accounts
1,503
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $632.6M | $506.1M | $126.5M | 11 | 3 |
| Mar 2025 | $632.6M | $506.1M | $126.5M | 11 | 3 |
| Jan 2025 | $623M | $537.6M | $85.4M | 11 | 8 |
| Dec 2024 | $623M | $537.6M | $85.4M | 11 | 8 |
| Aug 2024 | $0 | $0 | $0 | 11 | 0 |
| Jul 2024 | $0 | $0 | $0 | 11 | 0 |
DateApr 2025
Total AUM$632.6M
Discretionary$506.1M
Non-Disc.$126.5M
Employees11
Clients3
DateMar 2025
Total AUM$632.6M
Discretionary$506.1M
Non-Disc.$126.5M
Employees11
Clients3
DateJan 2025
Total AUM$623M
Discretionary$537.6M
Non-Disc.$85.4M
Employees11
Clients8
DateDec 2024
Total AUM$623M
Discretionary$537.6M
Non-Disc.$85.4M
Employees11
Clients8
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0