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NAVITER WEALTH, LLC

1 Information Way
Suite 100
Little Rock, Arkansas 72202
Tel: (501) 333-9800

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About NAVITER WEALTH, LLC

NAVITER WEALTH, LLC, formally registered with the SEC as NAVITER WEALTH, LLC. The firm was established in 01/04/2021. They have over 1 offices throughout the country.

NAVITER WEALTH, LLC is a Little Rock, Arkansas based Financial Planning firm with nearly $1,107,578,000 assets under management, offering retirement planning & investment advisory services to 1270 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#311508
SEC#801-120077
Assets Managed by Firm$1,107,578,000
No. of Clients1270
No. of Advisors7

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1270$1,107,578,000
Individuals (other than high net worth individuals)221$61,928,553
High net worth individuals225$1,008,354,417
Pension and profit sharing plansFewer than 5 clients$31,534,758
Charitable organizationsFewer than 5 clients$565,969
Corporations or other businessesFewer than 5 clients$5,194,303

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STEPHENS INVESTMENT MANAGEMENT GROUP, LLC
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SOWELL MANAGEMENT
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North Little Rock, AR, 72118
$2,809,119,38112450122
ARVEST WEALTH MANAGEMENT
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$2,704,710,8707899247
CABANA ASSET MANAGEMENT
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$1,476,780,50072222

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