Naviter Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Little Rock, AR. Its latest Form ADV filing, dated March 5, 2026, reports $1.6B in regulatory assets under management, 15 employees, 1 office, and 967 accounts.
Assets Under Management
$1.6B
Employees
15
Offices
1 office
Total Clients
308
Primary office
LITTLE ROCK, AR
1 INFORMATION WAY, SUITE 400, LITTLE ROCK, AR, United States
Top client segmentHNWI represent 75.6% of total clients.
Top client categories% of clientsClients
1
HNWI
75.6%
233
2
Individuals
22.7%
70
3
Corporations
1.6%
5
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 5, 2026
Discretionary100.0%
$1.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.6B
Total Accounts967
10Y AUM Change+$1.6B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee21:1
10Y Employee Change+14 (+1400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.