Naviter Wealth, LLC
Firm details
- Headquarters
- Little Rock, Arkansas
- CRD number
- 311508
- Registered since
- January 4, 2021
- Website
- naviterwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI90.48%
- Pension & Profit Sharing Plans3.6%
- Corporations / Businesses3.18%
- Charitable Organizations1.5%
- Individuals1.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Naviter Wealth, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Its fee arrangements include a percentage-of-AUM model and performance-based fees. Naviter does not identify as an active ESG investor and is not structured as a multi-state adviser in the data provided. The firm lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Private Funds18%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds9%
- Public Funds/Mutual Funds8%
Owners & executives
3 of 3
Jordan Bauer
Chief Operating OfficerCRD 6351606
John Kornet
Chief Investment OfficerCRD 6354725
Daniel Russell
Chief Compliance OfficerCRD 6458217
Contacts
3 of 13
Larry Rogers
Managing DirectorCRD 7160220
Lyndell Worthen
PresidentCRD 5527375
Robert Brooks
Program DirectorCRD 1470035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$290M in ETFs
79%
$229M
20%
$60.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALERIAN MLP ETF (AMLP) | Passive | Energy Limited Partnership | $85M | 1,639,760 | 29.33% |
Location
Little Rock, AR
Pulaski
Location
Little Rock, AR
Headquartered in Little Rock, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- Pulaski
- Address
- 1 Information Way
- Time zone
- CT (UTC-6)
- Office locations
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