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Building 2NAVISTA WEALTH MANAGEMENT, INC.

Map pinMINNETONKA, MN
Phone612-315-2400
NotebookSEC #801-131013
Total AUM
$709.6M
Employees
11
Clients
402

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10900 WAYZATA BLVD.
SUITE 720
MINNETONKA
MN 55305
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
612-315-2400
Other Offices
1

ReceiptFinancials

Total AUM
$709.6M
Accounts
1,477
Discretionary
$604.8M
Accounts
1,227
Non-Discretionary
$104.8M
Accounts
250

ContactClients

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Individual Clients
189
AUM
$49.7M
HNW Individual Clients
196
AUM
$620.9M
Pension/Profit Sharing Plan Clients
14
AUM
$35.5M
Charitable Organization Clients
3
AUM
$3.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLMNNYTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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