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| Happy Holidays!! thanks for using AUM13F!! |
| Naviter Wealth LLC
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| CRD # | 311508 |
| SEC # | 801-120077 |
| CIK # | 0001855567 |
| AUM | $1.5 B (2025-07-30) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 501-333-9800 |
| Address | 1 Information Way Little Rock, AR 72202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001855567 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 24.6 | ||
| Microsoft Corp | 24.0 | ||
| Apple Inc | 21.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 21.3 | ||
| Exxon Mobil Corp | 16.1 | ||
| Amazon Com Inc | 16.0 | ||
| Alphabet Inc | 15.2 | ||
| Ares Capital Corp | 14.5 | ||
| Facebook Inc | 11.8 | ||
| Broadcom Inc | 9.7 | ||
| Tesla Motors Inc | 9.4 | ||
| J P Morgan Chase & Co | 8.7 | ||
| Tidewater Inc | 8.4 | ||
| Lilly Eli & Co | 8.3 | ||
| Wal Mart Stores Inc | 8.1 | ||
| American Tower Corp /MA/ | 7.4 | ||
| SAP SE | 7.0 | ||
| AMB Property Corp | 6.7 | ||
| Health Care REIT Inc /DE/ | 6.6 | ||
| ASML Holding NV | 6.5 | ||
| Owl Rock Capital Corp | 6.0 | ||
| VISA Inc | 5.6 | ||
| Equinix Inc | 5.5 | ||
| FS KKR Capital Corp | 5.3 | ||
| HSBC Holdings PLC | 5.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 27.8 |
| (b) Individuals (high net worth individuals) | 216 | 1,171.3 |
| (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 | 49.5 |
| (h) Charitable organizations | 5 | 33.0 |
| (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 | 33 | 172.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,022 | 1,454.2 |
| By Discretionary | ||
| Discretionary | 1,022 | 1,454.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,022 | 1,454.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 1,451.8 | |
| Total | 1,022 | 1,454.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001855567] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RW Investment Management LLC
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|
ID | 1.5 |
|
KLCM Advisors Inc
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WI | 1.5 |
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Argent Advisors Inc
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LA | 1.5 |
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Bitterroot Capital Advisors LLC
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MT | 1.5 |
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Carolinas Wealth Consulting LLC
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NC | 1.5 |
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Auxano Advisors LLC
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WA | 1.5 |
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CRA Financial Services LLC
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NJ | 1.5 |
|
Global Strategic Investment Solutions LLC
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AZ | 1.4 |
|
Virtus Fund Advisers LLC
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|
CT | 1.4 |
|
Quattro Financial Advisors LLC
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|
TX | 1.4 |