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NAVISTA WEALTH MANAGEMENT
NAVISTA WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in MINNETONKA, MN, registered since 2024. The firm manages $710 million in assets,...
Overview
NAVISTA WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in MINNETONKA, MN, registered since 2024. The firm manages $710 million in assets, with $605 million on a discretionary basis. It has 11 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Year founded
2000
Location
Region
North America
Country
United States
City
Minnetonka
Corporate office
St. Petersburg, FL, United States
Principals
James B. Kicak
President, Founder
Sector focus
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