Naviter Wealth, LLC
Little Rock, AR·SEC-registered · CRD #311508
Naviter Wealth, LLC is an SEC-registered investment advisory firm in Little Rock, AR managing $1.6B across 967 client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
967
Advisory staff
13
Fee model
Fee-only
How Naviter Wealth, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Naviter Wealth, LLC
How much does Naviter Wealth, LLC manage?
Per its most recent SEC Form ADV filing (05/21/2026), Naviter Wealth, LLC reports $1.6B in regulatory assets under management across roughly 967 client accounts.
How does Naviter Wealth, LLC charge?
Naviter Wealth, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Naviter Wealth, LLC a fiduciary?
Yes. Naviter Wealth, LLC is registered with the U.S. Securities and Exchange Commission (CRD #311508), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Naviter Wealth, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Naviter Wealth, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Naviter Wealth, LLC's public SEC Form ADV filing (CRD #311508, filed 05/21/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Naviter Wealth, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Naviter Wealth, LLC? Claim this profile.