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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, with...
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, 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
Frequently asked questions
What is NAVISTA WEALTH MANAGEMENT?
NAVISTA WEALTH MANAGEMENT is a asset manager headquartered in Minnetonka, United States.
When was NAVISTA WEALTH MANAGEMENT founded?
NAVISTA WEALTH MANAGEMENT was founded in 2000.
Where is NAVISTA WEALTH MANAGEMENT headquartered?
NAVISTA WEALTH MANAGEMENT is headquartered in Minnetonka, United States, in the North America region.
What does Altss track for NAVISTA WEALTH MANAGEMENT?
Altss maintains an OSINT-verified profile of NAVISTA WEALTH MANAGEMENT covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is NAVISTA WEALTH MANAGEMENT's website?
NAVISTA WEALTH MANAGEMENT's public website is navistawealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is NAVISTA WEALTH MANAGEMENT?
NAVISTA WEALTH MANAGEMENT is classified by Altss as a Asset Manager, operating from United States within the North America region.
How does Altss source intelligence on NAVISTA WEALTH MANAGEMENT?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was NAVISTA WEALTH MANAGEMENT's Altss profile last updated?
NAVISTA WEALTH MANAGEMENT's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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