$1.6B Total AUM
$1.6B Disc. AUM
36.1% 3Y CAGR
15 Employees
308 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Legacy quantumAlpha alpha +more
- Established Date
- 01-04-2021
- Office Locations
- 3
Office Locations
1 Information WAY Suite 400 Little Rock AR
-- Carlsbad CA
-- Laurel Hill FL
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.
Team overview
39 AVG AGE
$123.2M AVG AUM / ADVISOR
$5.2M AVG AUM / CLIENT
2.7 yrs AVG TENURE
15 Employees
13 Advisory Reps
13 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Peak Value insight Prime
Custodian
Capital north Legacy bridge Element Bridge radial Crest unison Beacon catalyst Vital Alpha
Investment Themes
Vertex signal Signal
Investment Vehicles
North summit
Services
Summit Vertex catalyst Radial value Crest optima Timber Eagle Focus
Technology
Meridian Summit Bridge
Owner & Executives
JORDAN L. BAUER
Chief Operating Officer
- CRD
- #6351606
- Ownership
- Less than 5%
(628) 512-8100
legacy.catalyst@catalystcapital.com
in linkedin.com/in/quantum-oak
BENTLEY EDWARD BLACKMON
Advisor, Chief Executive Officer
- CRD
- #2627221
- Ownership
- Less than 5%
(606) 249-6886
crest.legacy@frontiercapital.com
in linkedin.com/in/wave-north
H
Horizon value
Unison crest
- CRD
- #12716
- Ownership
- 38.0%
(792) 350-2850
horizon.fusion@eaglecapital.com
in linkedin.com/in/delta-horizon
Showing 2 of 5 owners & executives
Unlock allContacts
Blake Abston
Senior Financial Analyst
- CRD
- #7168885
(486) 480-8809
beacon.crest@wavecapital.com
in linkedin.com/in/alpha-insight
Trevor WILLIAM Booth
Managing Director
- CRD
- #7119664
(442) 758-4293
oak.bridge@crestcapital.com
in linkedin.com/in/oak-alpha
P
Pioneer summit
Peak harbor oak
- CRD
- #99945
(624) 659-5823
eagle.delta@insightcapital.com
in linkedin.com/in/beacon-legacy
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,601,900,000 | $1,656,567 |
| Non-Discretionary | $0 | -- |
| Total | $1,601,900,000 | $1,656,567 |
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Separately Managed Accounts
Total SMA Asset: $1,601,900,000
Equity - Exchange:
7.2% Private Funds:
31.8% Cash:
10.7% Corporate - Investment Grade:
15.8% Public Funds:
16.3% Municipal Bonds:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $330,922,094 | 7.2% |
| Private Funds | $1,461,572,580 | 31.8% |
| Cash | $491,787,000 | 10.7% |
| Corporate - Investment Grade | $726,190,150 | 15.8% |
| Public Funds | $749,170,851 | 16.3% |
| Municipal Bonds | $836,497,514 | 18.2% |
| Total | $4,596,140,189 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY FUSION PIONEER | LEGACY EMBER | XC6LHP9MN | TPQSW | 1.49% | $20,971,921 |
| RIDGE MOMENTUM | TIMBER VITAL | 3J24GJSZY | FBDDX | 8.40% | $109,557,840 |
| PEAK GLACIER BEACON | VECTOR CATALYST | 3GQ4NH6CI | QACWO | 4.27% | $50,895,006 |
| EMBER HARBOR | PATHWAY EMBER | FKK0A591D | YQDK | 8.64% | $43,251,302 |
| HARBOR FOUNDATION FUSION | FRONTIER SIGNAL | XC084ILKX | DJZ | 5.90% | $105,343,635 |
| DELTA FRONTIER PEAK | VALUE CAPITAL | 7FQICXHJF | VPBUK | 4.13% | $116,381,553 |
| ELEMENT MATRIX VECTOR | ALPHA GLACIER | YFKTODN6O | GLV | 3.05% | $105,297,554 |
| CREST MERIDIAN | FOUNDATION MERIDIAN | RHDGST6JX | UFWIS | 10.01% | $104,133,770 |