Allyson Pearson is a control person of Navista Wealth Management and directly owns under 5% of it.
Navista Wealth Management is an investment adviser based in Minnetonka, MN, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $710 million, as filed on 5 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5539716
- Firm
- Navista Wealth Management · CRD 332373
- Role
- Director of Operations
- In role since
- January 2024 · 2 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Minnetonka, MN
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Allyson Pearson work?
Allyson Pearson has been Director of Operations of Navista Wealth Management, Inc. since January 2024, and is a control person of the firm.
How can I verify Allyson Pearson’s record?
Allyson Pearson’s role is listed on Navista Wealth Management, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 332373.
