NAVITER WEALTH, LLC

Latest filing: Mar 25, 2025 (80 days ago)

View on IAPD

Adviser Website

Adviser

AUM

$1,554,048,979

22% change vs. 1 year ago

178% change vs. 3 years ago

0% change vs. 5 years ago

0% change vs. 10 years ago

Employee Count

31% change vs. 1 year ago

143% change vs. 3 years ago

0% change vs. 5 years ago

0% change vs. 10 years ago

Main Office

LITTLE ROCK, AR

1 INFORMATION WAY, LITTLE ROCK, AR, UNITED STATES, 72202

Client AUM

Discretion	AUM
Discretionary	$1.6
Non-Discretionary	$0.0
Total	$1.6

Client	AUM
Retail	$1.5
Pooled	$0.0
Institutional	$0.1
Total	$1.6

Retail	Accounts	AUM
Individual	251	$0.1
Average Individual AUM		$374,291
HNW	253	$1.4
Average HNW AUM		$5,539,659
Retail Total	504	$1.5
Average Retail AUM		$2,967,224

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian	Location	AUM
CHARLES SCHWAB & CO., INC.	SAN FRANCISCO-CA-USA	$1.0

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown	AUM
Total SMA AUM	$1.6
Retail SMA AUM	$1.5
Institutional SMA AUM	$0.1

Asset Class	%	AUM
Equity Exch	51%	$0.8
Equity Non-Exch	0%	$0.0
Govt Agency	0%	$0.0
Municipal	1%	$0.0
Sovereign	0%	$0.0
IG Credit	10%	$0.2
HY Credit	0%	$0.0
Derivatives	0%	$0.0
Investment Companies	11%	$0.2
Other Pools	18%	$0.3
Cash	9%	$0.1
Other	0%	$0.0
Total	100%	$1.6

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates	AUM	Business Types	CRD Number
NAVITER INSURANCE, LLC	$0.0		-

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

10 active

Name	Title
BLACKMON, BENTLEY, EDWARD IAPD Broker	CHIEF EXECUTIVE OFFICER, TRUSTEE
RUSSELL, DANIEL, PATTON IAPD Broker	CHIEF COMPLIANCE OFFICER
WORTHEN, LYNDELL, PHILLIP IAPD Broker	PRESIDENT
KORNET, JOHN, WILLIAM IAPD Broker	CHIEF INVESTMENT OFFICER
BAUER, JORDAN, L. IAPD Broker	CHIEF OPERATING OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

10 active representatives found

Name	City	State	Exams	Designations
ALECIA FISHER DOUGHERTY	LITTLE ROCK	AR	S63\|2007-10-01\|S66\|2008-01-24	CERTIFIED FINANCIAL PLANNER
BENTLEY BLACKMON	LITTLE ROCK	AR	S63\|1995-07-20\|S65\|1995-08-10	CERTIFIED FINANCIAL PLANNER\|CHARTERED FINANCIAL ANALYST
BLAKE ABSTON	LITTLE ROCK	AR	S66\|2020-08-01	CERTIFIED FINANCIAL PLANNER
CAITLIN MCDANIEL	LITTLE ROCK	AR		CERTIFIED FINANCIAL PLANNER
LYNDELL WORTHEN	LITTLE ROCK	AR	S66\|2008-07-10
JORDAN BAUER	LITTLE ROCK	AR	S66\|2016-12-22	CERTIFIED FINANCIAL PLANNER
DANIEL RUSSELL	LITTLE ROCK	AR	S66\|2018-07-23
JACKSON RATCLIFF	LITTLE ROCK	AR	S63\|2012-03-30\|S66\|2023-04-17
RICHARD DOUGHERTY	LITTLE ROCK	AR	S66\|2008-10-29	CERTIFIED FINANCIAL PLANNER
JOHN KORNET	LITTLE ROCK	AR	S66\|2014-11-24	CERTIFIED FINANCIAL PLANNER

ADVDB.CO • SOURCE: SEC

History

Date	AUM	AUM ∆	AUM % ∆	Empl	Empl ∆	Empl % ∆
2025-05-02	$1.6	$0.0	0%	17	0	0%
2025-04-21	$1.6	$0.0	0%	17	0	0%
2024-04-02	$1.3	$0.3	22%	13	4	31%
2023-04-04	$0.7	$0.8	117%	7	10	143%
2022-04-01	$0.6	$1.0	178%	7	10	143%
2021-04-05	$0.1	$1.5	1428%	5	12	240%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS

AR, AL-01/13/2021, AR-01/13/2021, AZ-09/09/2021, CA-01/13/2021, CO-01/04/2021, FL-01/13/2021, GA-01/13/2021, LA-01/13/2021, MO-01/13/2021, MS-01/13/2021, NC-01/13/2021, NE-09/09/2021, NY-01/13/2021, OH-04/12/2023, OK-01/13/2021, PA-04/12/2023, SC-09/21/2023, TN-09/09/2021, TX-01/13/2021, UT-01/13/2021, WI-09/21/2023

ADVISER ACTIVITIES

FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
MANAGER SELECTION

OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV