# NAVISTA WEALTH MANAGEMENT

NAVISTA WEALTH MANAGEMENT is an Asset Manager based in Minnetonka, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Minnetonka, United States
- **Region:** North America
- **Address:** St. Petersburg, FL, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** navistawealth.com

## Regulatory record

- **CRD number:** 332373
- **SEC file number:** 801-131013
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332373

## About

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.

## Sectors

- Wealth Management
- Financial Planning

## People

- James B. Kicak — President, Founder

## Related profiles

- [Venables Financial Solutions](https://altss.com/profile/venables-financial-solutions)
- [Silver Point Credit Fund Management](https://altss.com/profile/silver-point-private-credit-fund-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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