# Navista Wealth Management, Inc.

> 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.

- CRD: 332373
- Filed as: NAVISTA WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Minnetonka, MN
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332373
- AdvisorCensus page: https://advisorcensus.com/firm/navista-wealth-management-inc-minnetonka-mn-332373

## Quick answers

**How is Navista Wealth Management, Inc. compensated?**
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).

**Where is Navista Wealth Management, Inc. located?**
Navista Wealth Management, Inc.'s principal office is in Minnetonka, MN, according to its Form ADV.

**Is Navista Wealth Management, Inc. registered with the SEC or a state?**
Navista Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332373.

**How much does Navista Wealth Management, Inc. manage?**
Navista Wealth Management, Inc. reports $709,598,783 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (85% discretionary).

**How have Navista Wealth Management, Inc.'s assets and staff changed since 2024?**
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.

**What types of clients does Navista Wealth Management, Inc. serve?**
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).

**Which custodians does Navista Wealth Management, Inc. use?**
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.

**Does Navista Wealth Management, Inc. report any disciplinary disclosures?**
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

**Does Navista Wealth Management, Inc. state an account minimum?**
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."

**What changed in Navista Wealth Management, Inc.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $709,598,783
- Discretionary: $604,777,956
- Non-discretionary: $104,820,827

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 189 | $49,671,914 |
| High net worth individuals | 196 | $620,898,937 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $35,479,939 |
| Charitable organizations | 3 | $3,547,993 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 11 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, MN, NY, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financiallywisedivorce.com
- michelleklisanich.com
- navistawealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 11 | August 12, 2024 |
| October 2025 | $632,647,268 | 11 | April 24, 2025 |
| October 2026 | $709,598,783 | 11 | March 5, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $632,647,268 to $709,598,783 (+12%).
- No longer lists an office in Edina, MN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Navista Wealth Management, Inc. (CRD 332373): Form ADV filing data as of October 2026.