NAVISTA WEALTH MANAGEMENT, INC.

MINNEAPOLIS, Minnesota·3 registered advisors·CRD# 332373
SEC# 801-1310132612-315-2400
01

Firm Overview

AUM
$623M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NAVISTA WEALTH MANAGEMENT, INC.

3 registered advisors
Allyson Beth Pearson
MINNEAPOLIS, Minnesota
Jennifer Anne Kosola
MINNEAPOLIS, Minnesota
Robert Alan Bjork
MINNEAPOLIS, Minnesota
05

Office Locations

MINNEAPOLIS, Minnesota
3 advisors

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Data sourced from SEC Form ADV filings. NAVISTA WEALTH MANAGEMENT, INC. (CRD# 332373) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.