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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 24, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOSOLA, JENNIFER, ANNE | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | NA | Control |
| KOSOLA, JENNIFER, ANNE | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | NA | Control |
| KOSOLA, JENNIFER, ANNE | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | NA | Control |
| KOSOLA, JENNIFER, ANNE | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | NA | Control |
| KOSOLA, JENNIFER, ANNE | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | NA | Control |
| KOSOLA, JENNIFER, ANNE | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | NA | Control |
| PEARSON, ALLYSON, BETH | I | DIRECTOR OF OPERATIONS | NA | Control |
| PEARSON, ALLYSON, BETH | I | DIRECTOR OF OPERATIONS | NA | Control |
| PEARSON, ALLYSON, BETH | I | DIRECTOR OF OPERATIONS | NA | Control |
| PEARSON, ALLYSON, BETH | I | DIRECTOR OF OPERATIONS | NA | Control |
| PEARSON, ALLYSON, BETH | I | DIRECTOR OF OPERATIONS | NA | Control |
| BJORK, ROBERT, ALAN | I | PRESIDENT AND VICE PRESIDENT | E | Control |
| BJORK, ROBERT, ALAN | I | PRESIDENT AND VICE PRESIDENT | E | Control |
| BJORK, ROBERT, ALAN | I | PRESIDENT AND VICE PRESIDENT | E | Control |
| BJORK, ROBERT, ALAN | I | PRESIDENT AND VICE PRESIDENT | E | Control |
| BJORK, ROBERT, ALAN | I | PRESIDENT AND VICE PRESIDENT | E | Control |
| BJORK, ROBERT, ALAN | I | PRESIDENT AND VICE PRESIDENT | E | Control |
Registrations
Federal
IA
Apr 24, 2025 REGISTERED
Notice Filings (6)
AZ FL MN NY TX WI
Address
10900 WAYZATA BLVD.SUITE 720
MINNETONKA, MN 55305
United States
Phone: 612-315-2400