On October 15, 2024, Naviter Wealth, LLC announced that it purchased back the minority equity stake owned by Wealth Advisor Growth Network.
Naviter Wealth, LLC (“Naviter”) announced, on October 15, 2024, it repurchased the minority equity stake owned by Wealth Advisor Growth Network (“WAGN”). Naviter increases employee ownership through this transaction. Further terms of the deal were not disclosed.
Naviter, based in Little Rock, Arkansas, is a registered investment advisor that provides asset management specializing in estate planning and wealth transfer, tax and accounting, corporate finance, and family office services. As of October 2024, Naviter had over $1.4 billion in assets under management.
WAGN, based in Denver, Colorado, is an investor and consultant to financial services firms that partners with registered investment advisors, aggregators, and assets managers.
To read the press release: please click here.