# NAVISTA WEALTH MANAGEMENT, INC.

NAVISTA WEALTH MANAGEMENT, INC. of MINNETONKA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 332373
- Type: SEC-registered investment adviser
- SEC file number: 801-131013
- Location: 10900 WAYZATA BLVD., SUITE 720, MINNETONKA, MN, 55305
- Phone: 612-315-2400
- Latest filing: 2026-03-05
- Regulatory AUM: $709.6M
- Discretionary AUM: $604.8M
- Non-discretionary AUM: $104.8M
- Clients: 11
- Accounts: 1,477

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Robert Alan Bjork | PRESIDENT AND VICE PRESIDENT | — |
| Jennifer Anne Kosola | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | — |
| Allyson Beth Pearson | DIRECTOR OF OPERATIONS | — |
| BJORK ROBERT ALAN | PRESIDENT AND VICE PRESIDENT | — |
| KOSOLA JENNIFER ANNE | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | — |
| PEARSON ALLYSON BETH | DIRECTOR OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332373/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332373/similar
- Related entities: https://search.stillhousedata.com/firm/332373/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332373

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.