other names
Divergent Wealth Advisors, LLC provides financial advisory services. The Company offers estate and retirement planning, portfolio management, and investment analysis services. Divergent Wealth Advisors serves customers in the United States.

Adviser Profile

Registration status Registration Changed to DIVERGENT WEALTH ADVISORS, LLC
As of Date 10/17/2024
Adviser Type - Large advisory firm
Number of Employees 12 -7.69%
of those in investment advisory functions 12 -7.69%
AUM* 617,359,556 28.66%
of that, discretionary 613,069,399 29.03%
Private Fund GAV* 0 -100.00%
Avg Account Size 277,216 17.11%
% High Net Worth 17.03% 1.47%
SMA’s Yes
Private Funds 0 3
Contact Info 385 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
545M 467M 389M 311M 234M 156M 78M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary