Carlsbad, CA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Naviter Wealth, LLC
Team
Firm-wide stats for Naviter Wealth, LLC
Clients per advisor
21 Very LowAvg AUM per client
$5,172,605 Very HighHNW client ratio
76% Very HighAbout
Naviter Wealth, LLC provides financial planning and discretionary portfolio management to both individual and high-net-worth clients. The firm operates as a multi-advisor team and reports managing about $1.87 billion across roughly 332 client relationships with 16 advisors.
Naviter typically charges percentage-of-AUM fees for portfolio management and delivers financial planning alongside investment implementation. The firm also uses separately managed accounts and, unusually for peer teams, discloses that it may allow borrowing within those accounts and offers performance-based fee arrangements for certain client relationships.
The firm’s Form ADV notes prior disclosure events and documents the use of client testimonials and endorsements in its advertising, practices that are uncommon among similarly sized team firms. The brochure also includes specific privacy language addressing California accounts, reflecting attention to state privacy requirements.
Based on Naviter Wealth, LLC
Expertise
Based on Naviter Wealth, LLC
Location
Carlsbad CA
Advisors at this office
1
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