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 organized as an LLC and registered with the SEC in 2021. The firm functions as a capital allocator for both individual and institutional clients, offering financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting and the selection of third-party advisers. Its fee model combines a percentage-of-AUM component with performance-based fees. The firm does not position itself as an ESG investor.
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
John Kornet
Chief Investment OfficerCRD 6354725
Daniel Russell
Chief Compliance OfficerCRD 6458217
Jordan Bauer
Chief Operating OfficerCRD 6351606
Contacts
3 of 13
Matthew 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 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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