NAVITER WEALTH, LLC of LITTLE ROCK, AR is an SEC-registered investment adviser (CRD 311508). Regulatory assets under management: $1.6B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Daniel Patton Russell | CHIEF COMPLIANCE OFFICER | — |
| Lyndell Phillip Worthen | PRESIDENT | — |
| Bentley Edward Blackmon | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| John William Kornet | CHIEF INVESTMENT OFFICER | — |
| Jordan L Bauer | CHIEF OPERATING OFFICER | — |
| PHOENIX JOHN GRAHAM | MANAGING MEMBER; MEMBER; PRESIDENT | — |
| HUMMEL JAY WILLIAM | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| RUSSELL DANIEL PATTON | CHIEF COMPLIANCE OFFICER | — |
| WORTHEN LYNDELL PHILLIP | PRESIDENT | — |
| BLACKMON BENTLEY EDWARD | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| KORNET JOHN WILLIAM | CHIEF INVESTMENT OFFICER | — |
| BAUER JORDAN L | CHIEF OPERATING OFFICER | — |
| Jordan L. Bauer | CHIEF OPERATING OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |