Overview
Assets Under Management: $127 million
Headquarters: KANSAS CITY, MO
High-Net-Worth Clients: 42
Average Client Assets: $2.0 million
Frequently Asked Questions
DIVVI WEALTH MANAGEMENT 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 #318241), DIVVI WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
DIVVI WEALTH MANAGEMENT is headquartered in KANSAS CITY, MO.
DIVVI WEALTH MANAGEMENT serves 42 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, DIVVI WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
DIVVI WEALTH MANAGEMENT manages $127 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, DIVVI WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.48%
Average Client Assets: $2.0 million
Total Client Accounts: 725
Discretionary Accounts: 661
Non-Discretionary Accounts: 64
Regulatory Filings
CRD Number: 318241
Filing ID: 2064802
Last Filing Date: 2026-03-19 08:56:26