| Name | Title | Ownership | Since |
|---|---|---|---|
| Bentley Edward Blackmon Control | Chief Executive Officer | Under 5% | 2021 |
| Daniel Patton Russell Control | Chief Compliance Officer | Under 5% | 2021 |
| John William Kornet Control | Chief Investment Officer | Under 5% | 2021 |
Naviter Wealth, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
Naviter Wealth, LLC reports 17 employees.
Naviter Wealth, LLC is based in Little Rock, AR and has been SEC-registered since 2021.
Naviter Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1 Information Way, Suite 400, Little Rock, AR 72202 |
| Phone | (501) 333-9800 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1855567 |
| Discloses disciplinary history | Yes |
| Discretionary | $1.45B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.45B |