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NAVITER WEALTH, LLC
CRD 311508File 801-120077
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.87B
Top 25% of cohort (national)
Discretionary AUM
$1.87B
Clients
361
957 accounts
Employees
15
Top 10% 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
- $1.87B
- Discretionary AUM
- $1.87B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 957
- Non-discretionary accounts
- 0
- Total accounts
- 957
- AUM per client
- $5.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $59.5M |
| Charitable organizations | 11 | $28.1M |
| High net worth individuals | 253 | $1.69B |
| Pension and profit sharing plans | 6 | $67.3M |
| Individuals (other than high net worth individuals) | 79 | $23.3M |
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 | Change |
|---|---|---|---|---|
| Sep 5, 2026 | Clients | 308 | 361 | increased by53 |
| Sep 5, 2026 | AUM | $1,601,900,000 | $1,872,199,000 | increased by$270,299,000 |
| Sep 5, 2026 | Accounts | 967 | 957 | decreased by10 |
| Apr 1, 2026 | Employees | 17 | 15 | decreased by2 |
| Apr 1, 2026 | Clients | 327 | 308 | decreased by19 |
| Apr 1, 2026 | AUM | $1,454,171,895 | $1,601,900,000 | increased by$147,728,105 |
| Apr 1, 2026 | Accounts | 1,022 | 967 | decreased by55 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 504 | 327 | decreased by177 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,554,048,979 | $1,454,171,895 | decreased by$99,877,084 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,261 | 1,022 | decreased by239 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 17 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 149 | 504 | increased by355 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $558,163,000 | $1,554,048,979 | increased by$995,885,979 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 441 | 1,261 | increased by820 |
| Apr 1, 2022 | Employees | 6 | 7 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NAVITER WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NAVITER WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.