Navista Wealth Management Revenue

Financial Services • 10200 Wayzata Blvd., Suite 720, United States • 1-10 Employees

Navista Wealth Management revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Key Contacts at Navista Wealth Management

Ally Pearson

Director Of Operations

Robert Bjork

Founder And Wealth Advisor

Company overview

Headquarters	10200 Wayzata Blvd., Suite 720, Minnetonka, Minnesota 55305, US
Phone number	+16123152400
Website	navistawealth.com
NAICS	52
Keywords	Tax Planning, Wealth Management, Retirement Planning, Financial Planning
Founded	2024
Employees	1-10

Navista Wealth Management Email Formats

Navista Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@navistawealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@navistawealth.com	100%

About Navista Wealth Management

The Navista Wealth team leverages our vast experience and deep client connections to craft strategic financial plans anchored by defined goals. With a depth of expertise, we will be your trusted partner giving advice and guidance for your current situation and future dreams. Whether you’re a seasoned executive nearing retirement, a business owner contemplating an exit strategy, or a professional planning for the future, we will serve as your strategic compass guiding you through life’s shifting currents toward your financial dreams. For important disclosure information, please see https://navistawealth.com/important-disclosures/

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Founder/Owner

Employees by Department

Navista Wealth Management has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Navista Wealth Management has never raised funding before.

Frequently asked questions

Navista Wealth Management is located in 10200 Wayzata Blvd., Suite 720, US.

You can reach Navista Wealth Management at +16123152400.

Navista Wealth Management generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

Navista Wealth Management has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Navista Wealth Management was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Navista Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Navista Wealth Management

Ally Pearson

Director Of Operations

Robert Bjork

Founder And Wealth Advisor

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