Overview
- Headquarters
- Little Rock, AR
- Total Firm Assets
- $1.9 billion
- Average High-Net-Worth Client Portfolio Size
- $6.7 million
Fee Disclosure
NAVITER WEALTH LLC FORM ADV2A (""DISCLOSURE BROCHURE"")
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $25,000,000 | 0.85% |
| $25,000,001 | $50,000,000 | 0.40% |
| $50,000,001 | $100,000,000 | 0.25% |
| $100,000,001 | and above | 0.20% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $8,500 | 0.85% |
| $5 million | $42,500 | 0.85% |
| $10 million | $85,000 | 0.85% |
| $50 million | $312,500 | 0.62% |
| $100 million | $437,500 | 0.44% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 90.48%
- Number of High-Net-Worth Clients
- 253
- Total Client Accounts
- 957
- Discretionary Accounts
- 957
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 311508
Additional Brochure: NAVITER WEALTH LLC FORM ADV2A (""DISCLOSURE BROCHURE"") (2026-09-04)
View Document Text
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
A.
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
B.
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
A.
B.
C.
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
D.
A.
B.
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
A.
B.
C.
A.
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
B.
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
California
In response to a California law, to be conservative, we assume accounts with California addresses
do not want us to disclose personal information about you to non-affiliated third parties, except as
permitted by California law. We also limit the sharing of personal information about you with our
affiliates to ensure compliance with California privacy laws.
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com
Naviter Wealth, LLC
1 Information Way, Suite 400
Little Rock, AR 72202
www.naviterwealth.com