SourcingSourcing

NAVISTA WEALTH MANAGEMENT, INC.

B63
CRD 332373·SEC 801-131013·MINNETONKA, MN
AUM
$709.6M
$500M-$1B
Est. Revenue
$7.1M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$17.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NAVISTA WEALTH MANAGEMENT, INC.
CRD
332373
SEC file #
801-131013
EIN
—
DBA names
—

Economics

AUM
$709.6M
AUM band
$500M-$1B
AUM trajectory
'25'26
$632.6M → $709.6M▲ +12%
Client mix
Individuals High Net Worth196
Individuals Other189
Pension Profit Sharing Plans14
Charitable Organizations3

Operations

Employees (total)
11
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
MINNETONKA MN
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
navistawealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BJORK, ROBERT, ALAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BJORK, ROBERT, ALAN
KOSOLA, JENNIFER, ANNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NAVISTAWEALTH.COM
Rdap Domain Creation Date
2024-01-10T15:42:29Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3534
Soi Zip Pct 200k Plus
0.1568
Soi Zip Returns 200k Plus
1850
Soi Zip Total AGI
1,743,364
Fdic Zip Total Deposits
23,497,260,000
Fdic Zip Branch Count
219
Fdic Zip Top Banks
Wells Fargo Bank, National Association
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Raymond James4
E*trade4
Fdic Zip Branches Raw
Ridgedale State BankMinnetonka, MN
Ridgedale State BankMinnetonka, MN
Fdic Zip HHI
1574.2
Fdic Zip Top Bank Share Pct
28.74
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-10T15:42:29Z
Rdap Domain Last Changed
2025-04-02T21:30:30Z
Rdap Nameservers
Craig.ns.cloudflare.comVenus.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI27,940
Returns2,370
Stub 2
AGI78,883
Returns2,080
Stub 3
AGI118,167
Returns1,910
Soi Zip Total Business Income
52,163
Soi Zip Total Cap Gains
185,170
Soi Zip Total Dividends
111,339
Soi Zip Total Returns
11,800
Top Owner CRD
1007189
Trust Company Affiliate
No

People (6)

6
BJORK, ROBERT, ALAN
IAR · Direct Owner · 87.5%
1007189
JENNIFER KOSOLA
Executive Officer · 2.5%
1679380
PEARSON, ALLYSON, BETH
Executive Officer · 2.5%
5539716
Michelle Klisanich
IAR
4692982
Derek Wulff
IAR
6900343
BENJAMIN BJORK
IAR
6207368