Naviter Wealth Employee Directory

Financial ServicesArkansas, United States11-50 Employees

Naviter Wealth is a private and independent wealth management firm guided by a strong value system. We strive to be accountable, reverent, prudent, and conscientious in everything we do. When you work with us, you aren't speaking to a sales team; you're speaking with the team that will serve your family for generations. We think of our client relationships as partnerships. This distinction affects every aspect of how we do business, from our investment decisions to how we manage and grow our firm.

When many of our client families first come to us for traditional wealth management after experiencing a notable liquidity event, they often find they need a range of integrated services. We can help coordinate true alternative investment strategies, offer guidance related to lending, insurance, and tax management, and provide estate planning support to help ensure your financial needs are met and risks fully mitigated. Our independence enables us to leverage best-in-class resources and innovative strategies to address each individual client's unique situation.

Our ultimate goal is to provide such thoughtful, proactive, and professional service that you’ll never consider working with anyone else. Discover what it’s like to engage with a highly responsive, service-oriented team that understands your challenges and can anticipate your needs. Partner with us at https://naviterwealth.com/.

Looking for more insights? Subscribe to our YouTube channel: https://www.youtube.com/c/NaviterWealth. 

Naviter Wealth, LLC (“Naviter”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Naviter and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://naviterwealth.com/.

https://naviterwealth.com/disclaimers/

Find Naviter Wealth employees' phone numbers or email addresses

Naviter Wealth Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

Europe
7

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  • Slovenia
    5
  • Hungary
    1
  • Spain
    1

Naviter Wealth's Leadership

  • Stylized image of a person
    B. B.
    Chief Executive Officer
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  • Stylized image of a person
    J. K.
    Chief Investment Officer
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  • Stylized image of a person
    J. B.
    Chief Operating Officer
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  • Stylized image of a person
    D. R.
    Chief Compliance Officer
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  • Stylized image of a person
    P. W.
    President
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    S. I.
    Head Of Technology
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    J. R.
    Managing Director And Head Of Advisory Services
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  • Stylized image of a person
    G. S.
    Managing Director
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Naviter Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Legal
  • Accounting
  • Other

Contact profiles from Naviter Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. K.
    Chief Investment Officer
    Phone icon
    United StatesArkansas
    Jun 18, 2025
  • Stylized image of a person
    B. B.
    Chief Executive Officer
    Phone icon
    United StatesArkansas
    Sep 09, 2025
  • Stylized image of a person
    J. B.
    Chief Operating Officer
    Phone icon
    United StatesArkansas
    Jul 05, 2025
  • Stylized image of a person
    P. W.
    President
    Phone icon
    United StatesArkansas
    Sep 08, 2025
  • Stylized image of a person
    D. R.
    Chief Compliance Officer
    Phone icon
    United States
    Oct 24, 2025
  • Stylized image of a person
    J. R.
    Managing Director And Head Of Advisory Services
    Phone icon
    United StatesArkansas
    Jan 27, 2026
  • Stylized image of a person
    S. I.
    Head Of Technology
    Phone icon
    Slovenia
    Nov 16, 2025
  • Stylized image of a person
    G. S.
    Managing Director
    Phone icon
    United StatesArkansas
    Nov 12, 2025
  • Stylized image of a person
    K. M.
    Managing Director
    Phone icon
    United StatesArkansas
    Nov 11, 2025
  • Stylized image of a person
    B. S.
    Portfolio Operations Analyst
    Phone icon
    United StatesArkansas
    Oct 23, 2025

Frequently Asked Questions

What is Naviter Wealth known for?

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Naviter Wealth was founded in 2021 operates in the Financial Services industry. The company's main headquarters is located in 1 Information Way Suite 100 Little Rock, Arkansas 72202 United States. Explore Naviter Wealth's company overview page for more information.

What is Naviter Wealth's most common email format?

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Naviter Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Naviter Wealth email formats with LeadIQ.

How many employees does Naviter Wealth have currently?

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Naviter Wealth has approximately 17 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Naviter Wealth's key employees and leadership?

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As of February 2026, Naviter Wealth's key employees include:

  • Chief Executive Officer: B. B.
  • Chief Investment Officer: J. K.
  • Chief Operating Officer: J. B.
  • Chief Compliance Officer: D. R.
  • President: P. W.

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