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NAVITER WEALTH, LLC
LITTLE ROCK, AR
(501) 333-9800
SEC #801-120077Total AUM
$1.6B
Employees
15Clients
310Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 INFORMATION WAY
SUITE 400
LITTLE ROCK
AR 72202
United States
SUITE 400
LITTLE ROCK
AR 72202
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(501) 333-9800
Other Offices
1
Financials
Total AUM
$1.6B
Accounts
967Discretionary
$1.6B
Accounts
967Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
70AUM
$16.9M
HNW Individual Clients
233AUM
$1.5B
Pension/Profit Sharing Plan Clients
1AUM
$30.6M
Charitable Organization Clients
1AUM
$35.1M
Corporation or Business Clients
5AUM
$33.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.