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Naviter Wealth LLC
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CRD # | 311508 |
SEC # | 801-120077 |
CIK # | 0001855567 |
AUM | $1.3 BB (2024-03-28) |
Employees | 13 (77% Investors, 0% Brokers) |
Phone | 501-333-9800 |
Address | 1 Information Way Little Rock, AR 72202 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |