{"url":"https://nivawealth.com/firms/navista-wealth-management-332373","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/332373","regulatoryAum":709598783,"crd":"332373","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6207368","suffix":null,"lastName":"BJORK","firstName":"BENJAMIN","middleName":null},{"crd":"1007189","suffix":null,"lastName":"Bjork","firstName":"Robert","middleName":"Alan"},{"crd":"4692982","suffix":null,"lastName":"Klisanich","firstName":"Michelle","middleName":null},{"crd":"6900343","suffix":null,"lastName":"Wulff","firstName":"Derek","middleName":null}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-04-24","regulatoryAum":632647268,"clients":380,"employees":11,"offices":3},{"filedOn":"2026-03-05","regulatoryAum":709598783,"clients":402,"employees":11,"offices":2}],"secFileNumber":"801-131013","legalName":"Navista Wealth Management, Inc.","displayName":"Navista Wealth Management","slug":"navista-wealth-management-332373","website":"https://navistawealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/332373/2c264a759c066894-r1.webp","tone":"light","width":532,"height":200,"sourceUrl":"https://navistawealth.com/","sourceLabel":"Navista Wealth Management, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2024","organization":"Minnesota corporation","fiscalYearEnd":"December","headquarters":{"street":"10900 Wayzata BLVD., Suite 720","city":"Minnetonka","state":"MN","stateName":"Minnesota","country":"United States","postalCode":"55305"},"tradeNames":[],"registration":{"secApproved":"5 September 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1741742.47012987,"staff":{"employees":11,"advisory":3,"brokerDealerReps":4,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":709598783,"discretionary":604777956,"discretionaryAccounts":1227,"nonDiscretionary":104820827,"nonDiscretionaryAccounts":250,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":8},"clientTypes":[{"label":"Individuals (other than HNW)","clients":189,"regulatoryAum":49671914},{"label":"High-net-worth individuals","clients":196,"regulatoryAum":620898937},{"label":"Pension and profit-sharing plans","clients":14,"regulatoryAum":35479939},{"label":"Charitable organizations","clients":3,"fewerThan5":true,"regulatoryAum":3547993}],"feePrograms":[{"role":"main","program":"Investment Advisory Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015083","versionId":1015083,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-05","documentName":"NAVISTA WEALTH ADV BROCHURE","fee_rate_low":0.5,"fee_rate_high":0.95,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Divorce Planning","summary":"Divorce planning is a negotiated hourly or fixed fee; court preparation and attendance are billed at $350 an hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015083","versionId":1015083,"submittedOn":"2026-03-05","documentName":"NAVISTA WEALTH ADV BROCHURE"},{"role":"other","program":"Financial Coaching","summary":"Financial coaching is billed at $200 a month, plus $50 a month or a one-time $1,000 fee for customized, complex services.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015083","versionId":1015083,"submittedOn":"2026-03-05","documentName":"NAVISTA WEALTH ADV BROCHURE"},{"role":"other","program":"Financial Planning and Consulting","summary":"Financial planning and consulting is billed hourly at $50 to $350 an hour or as a fixed fee of $200 to $5,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015083","versionId":1015083,"submittedOn":"2026-03-05","documentName":"NAVISTA WEALTH ADV BROCHURE"},{"role":"other","program":"Ongoing Financial Planning Review","summary":"Ongoing financial planning reviews are a fixed amount based on complexity, not to exceed $500 per month.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015083","versionId":1015083,"submittedOn":"2026-03-05","documentName":"NAVISTA WEALTH ADV BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:56:22.978573+00:00","documents":[{"name":"NAVISTA WEALTH ADV BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015083","versionId":1015083,"submittedOn":"2026-03-05"}]},"custodians":[{"name":"Raymond James & Associates, Inc.","shortName":"Raymond James","location":"St. Petersburg, FL","smaAssets":698063261}],"custodyNote":"Navista Wealth Management does not have custody of client assets.","leadership":[{"name":"Robert Bjork","title":"President and Vice President","crd":"1007189"},{"name":"Jennifer Kosola","title":"Chief Compliance Officer/Managing Director","crd":"1679380"},{"name":"Allyson Pearson","title":"Director of Operations","crd":"5539716"}],"ownership":[{"label":"Robert Bjork","detail":"President and vice president in the 75% or more ownership band and a control person, since January 2024."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Minnesota","offices":1,"addresses":[{"street":"10900 Wayzata BLVD., Suite 720","city":"Minnetonka","headquarters":true}]}],"brochureServices":["divorce planning","education planning","estate planning","insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"612-315-2400","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":10},{"label":"U.S. government/agency bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":80},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"5 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/332373/PDF/332373.pdf","brochureDate":"5 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015083","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Navista Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Navista Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Navista Wealth Management charge?","answer":"Navista Wealth Management charges 0.50%–0.95% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable.","source":"NAVISTA WEALTH ADV BROCHURE, filed 5 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Navista Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Navista Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Navista Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Navista Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Navista Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Navista Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Navista Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 5 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}