Naviter Wealth LLC

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Assets, Funds, Holdings

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Naviter Wealth LLC
CRD #311508
SEC #801-120077
CIK #0001855567
AUM $1.3 BB (2024-03-28)
Employees 13 (77% Investors, 0% Brokers)
Phone501-333-9800
Address1 Information Way
Little Rock, AR 72202
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
1300104078052026002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 21.9
MSFT 1,918,222.4 19.9
XOM 385,508.3 17.4
ARCC 8,938.4 16.8
TSM 437,370.3 14.0
NVDA 399,550.0 13.9
GOOGL 1,475,138.5 10.3
AMZN 1,092,997.8 9.6
NVO 245,328.6 8.8
TDW 956.7 8.1
View All
Holdings by Sector ($MM)
70056042028014002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 222 65.1
(b) Individuals (high net worth individuals) 218 1,011.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 5 39.4
(h) Charitable organizations 16 38.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 16 120.3
(n) Other 0 0.0
Total 1,313 1,275.1
By Discretionary
Discretionary 1,313 1,275.1
Non-Discretionary 0 0.0
Total 1,313 1,275.1
By Non-United States Persons
Non-United States Persons 3.2
United States Persons 1,272.0
Total 1,313 1,275.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001855567]
Comparable Firms State AUM ($BB)
Raffa Wealth Management LLC
DC 1.3
J Stern & Co LLP
1.3
Blue Chip Partners LLC
MI 1.3
First Pacific Financial Inc
WA 1.3
Inscription Capital LLC
TX 1.3
Neumeier Poma Investment Counsel LLC
CA 1.3
Wendell David Associates Inc
NH 1.3
Auxano Advisors LLC
WA 1.3
Amplius Wealth Advisors LLC
PA 1.3
Avenir Corporation
VA 1.3
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