{
  "crd_number": 332373,
  "slug": "navista-wealth-management-inc-minnetonka-mn-332373",
  "primary_business_name": "NAVISTA WEALTH MANAGEMENT, INC.",
  "legal_name": "NAVISTA WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Minnetonka",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-09-05",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-05",
  "carried_forward": false,
  "raum_total": 709598783.0,
  "raum_discretionary": 604777956.0,
  "raum_non_discretionary": 104820827.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 3547993.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 49671914.0,
      "count": 189
    },
    "pension_profit_sharing": {
      "raum": 35479939.0,
      "count": 14
    },
    "high_net_worth_individuals": {
      "raum": 620898937.0,
      "count": 196
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "FL",
    "MN",
    "NY",
    "TX",
    "WI"
  ],
  "websites": [
    "https://financiallywisedivorce.com",
    "https://michelleklisanich.com",
    "https://navistawealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332373",
  "city_as_filed": "MINNETONKA",
  "url": "https://advisorcensus.com/firm/navista-wealth-management-inc-minnetonka-mn-332373",
  "display_name": "Navista Wealth Management, Inc.",
  "summary": "Navista Wealth Management, Inc. is an SEC-registered investment advisory firm in Minnetonka, MN, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 5, 2026.",
  "citation": "AdvisorCensus. Navista Wealth Management, Inc. (CRD 332373): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Navista Wealth Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Navista Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Navista Wealth Management, Inc. located?",
      "a": "Navista Wealth Management, Inc.'s principal office is in Minnetonka, MN, according to its Form ADV."
    },
    {
      "q": "Is Navista Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Navista Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332373."
    },
    {
      "q": "How much does Navista Wealth Management, Inc. manage?",
      "a": "Navista Wealth Management, Inc. reports $709,598,783 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (85% discretionary)."
    },
    {
      "q": "How have Navista Wealth Management, Inc.'s assets and staff changed since 2024?",
      "a": "In the Form ADV data for Navista Wealth Management, Inc.: Regulatory assets under management: $0 in the October 2024 data and $709,598,783 in the October 2026 data. Total employees: 11 in October 2024 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Navista Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (196); individuals (other than high net worth individuals) (189); pension and profit sharing plans (but not the plan participants or government pension plans) (14)."
    },
    {
      "q": "Which custodians does Navista Wealth Management, Inc. use?",
      "a": "Navista Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Navista Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332373"
    },
    {
      "q": "Does Navista Wealth Management, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 says: \"We require a minimum of $25,000 to open and maintain an advisory account. At our discretion, we may waive or negotiate this minimum account size.\""
    },
    {
      "q": "What changed in Navista Wealth Management, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $632,647,268 to $709,598,783 (+12%). No longer lists an office in Edina, MN."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 11,
      "filing_date": "2024-08-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 632647268.0,
      "total_employees": 11,
      "filing_date": "2025-04-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 709598783.0,
      "total_employees": 11,
      "filing_date": "2026-03-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $632,647,268 to $709,598,783 (+12%).",
        "No longer lists an office in Edina, MN."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 5, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$25,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We require a minimum of $25,000 to open and maintain an advisory account. At our discretion, we may waive or negotiate this minimum account size."
        ]
      }
    ],
    "quotes": [
      "We require a minimum of $25,000 to open and maintain an advisory account. At our discretion, we may waive or negotiate this minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/navista-wealth-management-inc-minnetonka-mn-332373.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 189,
      "fewer_than_5": false,
      "raum": 49671914.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 196,
      "fewer_than_5": false,
      "raum": 620898937.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 35479939.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 3547993.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332373",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}