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NAVITER WEALTH, LLC
CRD 311508 · SEC 801-120077
1 INFORMATION WAY, SUITE 400, LITTLE ROCK, AR, 72202, United States
Phone
(501) 333-9800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.60B
Discretionary AUM
$1.60B
Team
15 total employees; 13 advisory reps
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $16.9M |
| High net worth individuals | 233 | $1.49B |
| Corporations/business entities | 5 | $33.4M |
States served
AL, AZ, AR, CA, CO, GA, KY, LA, MS, NE, NY, NC, OH, OK, PA, SC, TN, UT, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD