1 Information Way
Suite 100
Little Rock, Arkansas 72202
Tel: (501) 333-9800
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 311508 |
SEC# | 801-120077 |
Assets Managed by Firm | $1,107,578,000 |
No. of Clients | 1270 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1270 | $1,107,578,000 |
Individuals (other than high net worth individuals) | 221 | $61,928,553 |
High net worth individuals | 225 | $1,008,354,417 |
Pension and profit sharing plans | Fewer than 5 clients | $31,534,758 |
Charitable organizations | Fewer than 5 clients | $565,969 |
Corporations or other businesses | Fewer than 5 clients | $5,194,303 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$13,304,755,860 | 21432 | 658 | |
$6,566,514,163 | 115 | 22 | |
$2,809,119,381 | 12450 | 122 | |
$2,704,710,870 | 7899 | 247 | |
$1,476,780,500 | 722 | 22 |
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