Navista Wealth Management provides financial planning, portfolio management for individuals and small businesses, divorce planning, education planning, estate planning, and insurance. Financial planning was provided to 101–250 clients last fiscal year.
Navista Wealth Management reports 402 clients. They include 196 high-net-worth individuals, 189 individual clients, and 14 pension and profit-sharing plans. Of its assets, 85.2% ($605M across 1,227 accounts) are managed with discretion; $105M across 250 accounts are not. It advised 8 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 7% |
| High-net-worth individuals | 49% | 88% |
| Pension and profit-sharing plans | 3% | 5% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 189 | $49.7M | 7.0% | $263K |
| High-net-worth individuals | 196 | $621M | 87.5% | $3.17M |
| Pension and profit-sharing plans | 14 | $35.5M | 5.0% | $2.53M |
| Charitable organizations | Fewer than 5 | $3.55M | 0.5% | $1.18M |
| Total | 402 | $710M | 100% | — |
- Clients
- 189
- Regulatory AUM
- $49.7M
- AUM share
- 7.0%
- Avg. per client
- $263K
- Clients
- 196
- Regulatory AUM
- $621M
- AUM share
- 87.5%
- Avg. per client
- $3.17M
- Clients
- 14
- Regulatory AUM
- $35.5M
- AUM share
- 5.0%
- Avg. per client
- $2.53M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.55M
- AUM share
- 0.5%
- Avg. per client
- $1.18M
Total
- Clients
- 402
- Regulatory AUM
- $710M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 8
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Navista Wealth Management charges 0.50%–0.95% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Divorce Planning
- Divorce planning is a negotiated hourly or fixed fee; court preparation and attendance are billed at $350 an hour.
- Financial Coaching
- Financial coaching is billed at $200 a month, plus $50 a month or a one-time $1,000 fee for customized, complex services.
- Financial Planning and Consulting
- Financial planning and consulting is billed hourly at $50 to $350 an hour or as a fixed fee of $200 to $5,000.
- Ongoing Financial Planning Review
- Ongoing financial planning reviews are a fixed amount based on complexity, not to exceed $500 per month.
Robert Bjork owns 75% or more of Navista Wealth Management. The leadership team of Navista Wealth Management includes President Robert Bjork and Chief Compliance Officer Jennifer Kosola. It has 11 employees, 3 of them in advisory roles.
Leadership
Robert BjorkPresident and Vice President- Jennifer KosolaChief Compliance Officer/Managing Director
- Allyson PearsonDirector of Operations
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 3 in advisory functions
- 4 state-registered reps
- 4 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of Navista Wealth Management, Inc.
Robert Bjork
Control person · since January 2024
Navista Wealth Management’s regulatory assets grew from $633M (April 2025) to $710M (March 2026); clients rose from 380 to 402 and employees were 11 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $710M | 402 | 11 | 2 |
| April 2025 | $633M | 380 | 11 | 3 |
Besides its headquarters, Navista Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in Minnesota.
Minnesota · 1 listed address
- 10900 Wayzata BLVD., Suite 720, MinnetonkaHQ
Contact and registration details
- Legal name
- Navista Wealth Management, Inc.
- Headquarters
- 10900 Wayzata BLVD., Suite 720, Minnetonka, MN 55305
- Website
- navistawealth.com
- Phone
- 612-315-2400
- SEC file
- 801-131013
- Founded
- 2024
- Structure
- Minnesota corporation
- Fiscal year end
- December
Navista Wealth Management uses Raymond James ($698M) as custodian for its separately managed accounts. Navista Wealth Management does not have custody of client assets.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $698M100%
At year end, Navista Wealth Management’s separately managed accounts were mostly in funds (80%) and stocks (10%).
What the accounts hold
- Stocks10%
- Funds80%
- Bonds5%
- Cash5%
How many clients does Navista Wealth Management have?
Navista Wealth Management has 402 clients and manages $710 million for them, as of March 2026. They include 196 high-net-worth individuals, 189 individual clients, and 14 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Navista Wealth Management offer?
Navista Wealth Management provides financial planning, portfolio management for individuals and small businesses, divorce planning, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Navista Wealth Management charge?
Navista Wealth Management charges 0.50%–0.95% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable.
Which custodians does Navista Wealth Management use?
Navista Wealth Management’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $698M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Navista Wealth Management have?
Navista Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 11 employees, and 3 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Navista Wealth Management invest in?
At the end of its last fiscal year, Navista Wealth Management’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 5% U.S. government and agency bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Navista Wealth Management?
Navista Wealth Management’s direct owner is Robert Bjork (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Navista Wealth Management get paid?
Navista Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Navista Wealth Management registered with the SEC?
Yes, Navista Wealth Management has been registered with the SEC as an investment adviser since 5 September 2024. Its CRD number is 332373 and its SEC file number is 801-131013.
Source: Form ADV Part 1A, Item 1, filed 5 March 2026; IAPD firm record
How do I contact Navista Wealth Management?
Navista Wealth Management’s main office is at 10900 Wayzata BLVD., Suite 720, Minnetonka, MN 55305. Its phone number is 612-315-2400. Its website is navistawealth.com.