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NAVITER WEALTH, LLC
CRD 311508File 801-120077
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.60B
Top 25% of cohort (national)
Discretionary AUM
$1.60B
Clients
308
967 accounts
Employees
15
Top 25% of cohort in AR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 4, 2021
- Principal office
- 1 INFORMATION WAY, SUITE 400, LITTLE ROCK, AR, 72202
- Phone
- (501) 333-9800
- Website
- https://naviterwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.60B
- Discretionary AUM
- $1.60B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 967
- Non-discretionary accounts
- 0
- Total accounts
- 967
- AUM per client
- $5.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $33.4M |
| Charitable organizations | Fewer than 5 | $35.1M |
| High net worth individuals | 233 | $1.49B |
| Pension and profit sharing plans | Fewer than 5 | $30.6M |
| Individuals (other than high net worth individuals) | 70 | $16.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.