Navista Wealth Management, Inc.
- Regulatory AUM
- $710M
- Discretionary
- $605M
- Clients
- 402
- Avg AUM / client
- $1.8M
- Accounts
- 1,477
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 189 | $49.7M | 7.0% |
| High net worth individuals | 196 | $621M | 87.5% |
| Pension and profit sharing plans | 14 | $35.5M | 5.0% |
| Charitable organizations | 3 | $3.5M | 0.5% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kosola, Jennifer, Anne | Chief Compliance Officer/Managing Director | Jan 2024 (3y) | Less than 5% | |
| Pearson, Allyson, Beth | Director Of Operations | Jan 2024 (3y) | Less than 5% | |
| Robert Alan Bjork | President And Vice President | CFP | Jan 2024 (3y) | 75% or more |
| Michelle Klisanich | Registered representative | CFP | Sep 2024 (2y) | |
| Benjamin Bjork | Registered representative | Apr 2025 (1y) | ||
| Derek Wulff | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Raymond James $698M (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗