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| Naviter Wealth LLC
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|---|---|
| CRD # | 311508 |
| SEC # | 801-120077 |
| CIK # | 0001855567 |
| AUM | 1,601.9 M (2026-05-21) |
| Employees | 15 (87% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 501-333-9800 |
| Address | 1 Information Way Little Rock, AR 72202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001855567 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 30.9 | ||
| Nvidia Corp | 26.9 | ||
| Apple Inc | 26.1 | ||
| Alphabet Inc | 22.0 | ||
| Microsoft Corp | 17.3 | ||
| Amazon Com Inc | 13.9 | ||
| Ares Capital Corp | 12.8 | ||
| Broadcom Inc | 10.9 | ||
| ASML Holding NV | 10.4 | ||
| Tesla Motors Inc | 10.1 | ||
| Wal Mart Stores Inc | 9.8 | ||
| Health Care REIT Inc /DE/ | 9.7 | ||
| Facebook Inc | 9.7 | ||
| AMB Property Corp | 8.9 | ||
| Lilly Eli & Co | 8.8 | ||
| J P Morgan Chase & Co | 7.9 | ||
| Equinix Inc | 6.7 | ||
| HSBC Holdings PLC | 6.4 | ||
| Astrazeneca PLC | 6.2 | ||
| Novartis AG | 5.9 | ||
| Royal Dutch Shell PLC | 5.6 | ||
| Tidewater Inc | 5.6 | ||
| Caterpillar Inc | 5.5 | ||
| Simon Property Group Inc /DE/ | 5.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 16.9 |
| (b) Individuals (high net worth individuals) | 233 | 1,485.9 |
| (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 | 0 | 30.6 |
| (h) Charitable organizations | 0 | 35.1 |
| (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 | 5 | 33.4 |
| (n) Other | 0 | 0.0 |
| Total | 967 | 1,601.9 |
| By Discretionary | ||
| Discretionary | 967 | 1,601.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 967 | 1,601.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 1,599.5 | |
| Total | 967 | 1,601.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001855567] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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FountainCap Research & Investment Hong Kong Co Limited
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1,601.8 M | |
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|
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MD | 1,598.1 M |
|
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✚
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