Adviser Profile
| As of Date | 10/01/2025 |
| Registration status | Registration Changed to DIVVI WEALTH MANAGEMENT LLC |
| ADV Location | NORTH KANSAS CITY, MO, United States |
| Contact Info | 816 xxxxxxx |
| Websites |
| AUM* | 111,248,589 12% |
| of that, discretionary | 99,431,461 15% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 157,576 3% |
| % High Net Worth | 21.35% 14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds