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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-04-2021
- Office Locations
- 3
Office Locations
About Naviter Wealth, LLC
Naviter Wealth is an independent wealth management firm with a national presence, focused on guiding families through planning, portfolio construction, and legacy-focused advice. The team emphasizes a curated, vendor-selected service platform to deliver bespoke solutions, with portfolios that lean heavily on ETFs alongside other vehicles. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between July 30, 2025 and May 21, 2026, reported AUM increased 10.2%, from $1.5B to $1.6B.
Across 5 reported observations, AUM increased 187.0% between November 29, 2022 and May 21, 2026, from $558.2M to $1.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 13 advisory representatives and 361 clients, or 27.8 clients per representative. That equates to $5.2M in reported AUM per client.
The profile lists 3 reported office locations and 5 years in operation. The source data was last updated on May 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Naviter Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JORDAN L. BAUER
Chief Operating Officer
- CRD
- #6351606
- Ownership
- Less than 5%
BENTLEY EDWARD BLACKMON
Advisor, Chief Executive Officer
- CRD
- #2627221
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Blake Abston
Senior Financial Analyst
- CRD
- #7168885
Trevor WILLIAM Booth
Managing Director
- CRD
- #7119664
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,872,199,000 | $1,656,567 |
| Non-Discretionary | $0 | -- |
| Total | $1,872,199,000 | $1,656,567 |
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Separately Managed Accounts
SMA allocation detail is available
Naviter Wealth, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Naviter Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.