Wealth Manager
    SEC Registered
    Manages Private Funds

    Naviter Wealth, LLC

    Registered investment advisor · Little Rock, Arkansas · CRD #311508

    Assets Under Management
    $1.6B
    Client Accounts
    967
    Employees
    15
    CRD Number
    311508
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Naviter Wealth, LLC

    Naviter Wealth, LLC is a private, independent investment advisory firm founded in 2021, offering personalized wealth management and integrated financial services. It is registered with the SEC and has a small team. No funding details are available.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Naviter Wealth, LLC

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    Frequently Asked Questions

    What is Naviter Wealth, LLC's AUM?

    Naviter Wealth, LLC reports approximately $1.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Naviter Wealth, LLC headquartered?

    Naviter Wealth, LLC is headquartered in Little Rock, Arkansas.

    What is Naviter Wealth, LLC's CRD number?

    Naviter Wealth, LLC's CRD number is 311508. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Naviter Wealth, LLC manage?

    Naviter Wealth, LLC manages approximately 967 client accounts according to its latest SEC filing.

    Is Naviter Wealth, LLC SEC registered?

    Yes, Naviter Wealth, LLC is registered with the SEC as an investment adviser with an approved registration status.

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