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NAVITER WEALTH, LLC

LITTLE ROCK, AR · CRD 311508 · IAPD ↗ · naviterwealth.com · (501) 333-9800

$1.87BRegulatory AUM
13Advisory reps
15Employees
0Clients
11-25Planning clients
0Private funds
22States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2026 — NAVITER WEALTH, LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — NAVITER WEALTH, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
April 2025 — NAVITER WEALTH, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — NAVITER WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2024 — NAVITER WEALTH, LLC grew from 5 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.