Overview
Assets Under Management: $617 million
Headquarters: SOUTH JORDAN, UT
High-Net-Worth Clients: 134
Average Client Assets: $2.9 million
Frequently Asked Questions
DIVERGENT WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286383), DIVERGENT WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
DIVERGENT WEALTH ADVISORS, LLC is headquartered in SOUTH JORDAN, UT.
DIVERGENT WEALTH ADVISORS, LLC serves 134 high-net-worth clients according to their SEC filing dated August 02, 2024. View client details ↓
According to their SEC Form ADV, DIVERGENT WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. View all service details ↓
DIVERGENT WEALTH ADVISORS, LLC manages $617 million in client assets according to their SEC filing dated August 02, 2024.
According to their SEC Form ADV, DIVERGENT WEALTH ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 134
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.88%
Average Client Assets: $2.9 million
Total Client Accounts: 2,227
Discretionary Accounts: 2,175
Non-Discretionary Accounts: 52
Regulatory Filings
CRD Number: 286383
Filing ID: 1893064
Last Filing Date: 2024-08-02 10:58:00