firm profile
Naviter Wealth, LLC
Overview
Naviter Wealth, LLC is an SEC registered investment adviser based in Little Rock, AR, registered since 2021. It reports $1.9B in assets under management across 957 accounts, with 15 employees. It has 16 investment adviser representatives.
- Reported AUM
- $1.9B
- Discretionary
- 100%
- Accounts
- 957
- Average account
- $2M
- Employees
- 15
- Advisory reps
- 16
- Registered since
- 2021
- Jurisdictions
- 22
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees
Executive officers 3 of 5
- Bentley Edward Blackmon Chief Executive Officer CRD 2627221
- Lyndell Phillip Worthen III President CRD 5527375
- Daniel Patton Russell Chief Compliance Officer CRD 6458217
2 more executive officers, with direct contact details
Advisory reps 3 of 16
- Blake Abston Investment Adviser Rep CRD 7168885
- Jordan L Bauer Investment Adviser Rep CRD 6351606
- Bentley Edward Blackmon Insurance Agent · Investment Adviser Rep CRD 2627221
13 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1 Information Way Ste 400
Little Rock, AR 72202 - County
- Pulaski
- Metro area
- Little Rock-North Little Rock-Conway, AR
- Region
- South
Registrations
- SEC registered
- Registered in 22 jurisdictions
- Website: naviterwealth.com
Every state, with registration dates
Similar firms near Little Rock
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- Stephens Group Asset Management, LLCLittle Rock, AR$1.7B AUM
- Legacy Capital Wealth Partners, LLCLittle Rock, AR$1.5B AUM
- Foundation Resource Management, Inc.Little Rock, AR$1.1B AUM
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