Naviter Wealth, LLC

Naviter Wealth provides investment advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses, charitable organizations and retirement plans, offering wealth management, financial planning and discretionary portfolio management. The firm manages roughly $1.46 billion for about 289 clients across a multi‑advisor team and also facilitates access to private funds and unaffiliated independent managers.

The firm’s investment approach is primarily long‑term and combines fundamental and technical analysis to construct diversified portfolios using ETFs, individual equities, mutual funds and bonds, with the selective use of private funds, independent managers, options, margin and lines of credit where appropriate. Naviter uses platforms such as Addepar and Charles Schwab for portfolio construction, trade execution and reporting, and provides ongoing monitoring, rebalancing and tax‑sensitive trading when warranted.

Naviter’s brochure discloses several features that distinguish it from many peers: it may enter into performance‑based fee arrangements for qualified clients, it reports a disciplinary disclosure involving a management person’s prior FINRA suspension in 2022 related to personal investments, and its materials indicate the use of client testimonials in advertising. The firm is also affiliated with a commission‑earning insurance agency and maintains institutional custodial relationships that provide economic benefits to the firm, items the brochure identifies as potential conflicts of interest.