NAVITER WEALTH, LLC

1 Information Way
Suite 400
Little Rock, Arkansas 72202
Tel: (501) 333-9800

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 2 offices throughout the country.

NAVITER WEALTH, LLC is a Little Rock, Arkansas based Financial Planning firm with nearly $1,487,648,453 assets under management, offering retirement planning & investment advisory services to 2115 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311508
SEC#	801-120077
Assets Managed by Firm	$1,487,648,453
No. of Clients	2115
No. of Advisors	13

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2115	$1,487,648,453
Individuals (other than high net worth individuals)	245	$78,302,533
High net worth individuals	247	$1,347,072,598
Pension and profit sharing plans	Fewer than 5 clients	$30,778,595
Charitable organizations	Fewer than 5 clients	$21,090,402
Corporations or other businesses	Fewer than 5 clients	$10,404,325

More Retirement Planning firms in Little Rock, Arkansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STEPHENS 111 Center St Little Rock, AR, 72201	$14,783,890,572	21924	629
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC 111 Center Street Little Rock, AR, 72201	$7,463,667,271	162	23
SOWELL MANAGEMENT 5320 Northshore Drive North Little Rock, AR, 72118	$3,329,402,135	13257	157
ARVEST WEALTH MANAGEMENT 5201 Village Parkway Rogers, AR, 72758	$2,593,400,723	7674	252
36 NORTH CAPITAL MANAGEMENT, LLC 901 Se Village Loop, Suite 1 Bentonville, AR, 72712	$2,346,620,000	4	4

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