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NAVISTA WEALTH MANAGEMENT, INC.

MINNETONKA, MN · CRD 332373 · IAPD ↗ · navistawealth.com · 612-315-2400

$709.6MRegulatory AUM
3Advisory reps
11Employees
8Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2025 — NAVISTA WEALTH MANAGEMENT, INC. notice-filed in AZ, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2025 — NAVISTA WEALTH MANAGEMENT, INC. moved its main office from MINNEAPOLIS, MN to MINNETONKA, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
73
January 2025 — NAVISTA WEALTH MANAGEMENT, INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
January 2025 — NAVISTA WEALTH MANAGEMENT, INC. reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
October 2024 — NAVISTA WEALTH MANAGEMENT, INC. (MINNEAPOLIS, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.