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Building 2DIVERGENT WEALTH ADVISORS, LLC

Map pinSOUTH JORDAN, UT
Phone385-237-4000
NotebookSEC #801-110400
Total AUM
$617.4M
Employees
12
Clients
784

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
489 W. SOUTH JORDAN PARKWAY
SUITE 310
SOUTH JORDAN
UT 84095
United States
Operating Hours
8:00AM - 4:30PM (MT)
Monday - Friday
Phone
385-237-4000

ReceiptFinancials

Total AUM
$617.4M
Accounts
2,227
Discretionary
$613.1M
Accounts
2,175
Non-Discretionary
$4.3M
Accounts
52

ContactClients

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Individual Clients
645
AUM
$197.9M
HNW Individual Clients
134
AUM
$382M
Pooled Vehicle Clients
3
AUM
$30.5M
Charitable Organization Clients
1
AUM
$203.4K
Corporation or Business Clients
1
AUM
$6.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDNCNENHNMNVTXUTWA

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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