NAVITER WEALTH, LLC
CRD #311508 SEC #801-120077 LITTLE ROCK, AR (501) 333-9800
SEC Registered Disclosures
Total AUM
$1.5B
Discretionary
$1.5B
Employees
17
Clients
10
Accounts
1,022
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.5B | $1.5B | $0 | 17 | 0 |
| Mar 2025 | $1.6B | $1.6B | $0 | 17 | 0 |
| Oct 2024 | $1.5B | $1.5B | $0 | 13 | 0 |
| Apr 2024 | $1.3B | $1.3B | $0 | 13 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 13 | 0 |
| Nov 2023 | $1.1B | $1.1B | $0 | 7 | 0 |
| Sep 2023 | $785.9M | $785.9M | $0 | 7 | 0 |
| Apr 2023 | $785.9M | $785.9M | $0 | 7 | 0 |
| Apr 2023 | $715M | $715M | $0 | 7 | 0 |
| Apr 2023 | $715M | $715M | $0 | 7 | 0 |
| Mar 2023 | $715M | $715M | $0 | 7 | 0 |
| Nov 2022 | $558.2M | $558.2M | $0 | 7 | 0 |
| Oct 2022 | $558.2M | $558.2M | $0 | 7 | 0 |
| Jul 2022 | $558.2M | $558.2M | $0 | 7 | 0 |
| Jul 2022 | $558.2M | $558.2M | $0 | 7 | 0 |
| Mar 2022 | $558.2M | $558.2M | $0 | 7 | 0 |
| Mar 2022 | $558.2M | $558.2M | $0 | 7 | 0 |
| Sep 2021 | $521.7M | $521.7M | $0 | 6 | 0 |
| Jul 2021 | $521.7M | $521.7M | $0 | 6 | 0 |
| Apr 2021 | $458.5M | $458.5M | $0 | 6 | 0 |
| Feb 2021 | $101.7M | $101.7M | $0 | 5 | 0 |
| Feb 2021 | $101.7M | $101.7M | $0 | 5 | 0 |
| Jan 2021 | $0 | $0 | $0 | 5 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients0
DateMar 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees17
Clients0
DateOct 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees13
Clients0
DateApr 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateNov 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateSep 2023
Total AUM$785.9M
Discretionary$785.9M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$785.9M
Discretionary$785.9M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$715M
Discretionary$715M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$715M
Discretionary$715M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$715M
Discretionary$715M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$558.2M
Discretionary$558.2M
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$558.2M
Discretionary$558.2M
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$558.2M
Discretionary$558.2M
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$558.2M
Discretionary$558.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$558.2M
Discretionary$558.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$558.2M
Discretionary$558.2M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$521.7M
Discretionary$521.7M
Non-Disc.$0
Employees6
Clients0
DateJul 2021
Total AUM$521.7M
Discretionary$521.7M
Non-Disc.$0
Employees6
Clients0
DateApr 2021
Total AUM$458.5M
Discretionary$458.5M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0