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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2024
- Office Locations
- 1
Office Locations
About Navista Wealth Management, Inc.
Navista Wealth Management provides holistic financial planning and custom portfolio management, with ongoing performance monitoring, allocation adjustments, and clear, transparent reporting. The firm also designs and implements qualified retirement plans for businesses. Client access is through the Raymond James platform, supporting streamlined servicing for individual and retirement-plan relationships.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Robert Alan Bjork
President, VICE PRESIDENT
- CRD
- #1007189
- Ownership
- 75% or more
JENNIFER ANNE KOSOLA
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #1679380
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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BENJAMIN BJORK
Wealth Advisor
- CRD
- #6207368
Michelle Klisanich
Wealth Advisor
- CRD
- #4692982
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $604,777,956 | $492,892 |
| Non-Discretionary | $104,820,827 | $419,283 |
| Total | $709,598,783 | $480,432 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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