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
- HNWI92.76%
- Charitable Organizations2.19%
- Corporations / Businesses2.09%
- Pension & Profit Sharing Plans1.91%
- Individuals1.06%
- 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 formed as an LLC and SEC-registered in 2021. The firm serves both individual/family clients and institutional clients, positioning itself as a capital allocator that blends traditional portfolio management and financial planning with access to outside managers. Advisory services listed by the firm include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and the selection of third‑party advisers. Its stated fee model combines a percentage of assets under management with the option for performance‑based fees. Naviter does not identify as an active ESG investor and reports 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 3JOHN KORNET
Chief Investment OfficerCRD 6354725
DANIEL RUSSELL
Chief Compliance OfficerCRD 6458217
JORDAN BAUER
Chief Operating OfficerCRD 6351606
Contacts
3 of 13MATTHEW ESTES
Managing DirectorCRD 1661179
Blake Abston
Operations AnalystCRD 7168885
LYNDELL WORTHEN
PresidentCRD 5527375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$184M in ETFs
77%
$141M
22%
$42.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALERIAN MLP ETF (AMLP) | Passive | Energy Limited Partnership | $70.8M | 1,345,764 | 38.52% |
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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