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Building 2CONVERGENT WEALTH MANAGEMENT, LLC

Map pinCHESTERFIELD, MO
Phone636-536-1800
NotebookSEC #801-121918
Total AUM
$116.3M
Employees
4
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16150 MAIN CIRCLE DRIVE
SUITE 115
CHESTERFIELD
MO 63017
United States
Operating Hours
9-5
Monday - Friday
Phone
636-536-1800

ReceiptFinancials

Total AUM
$116.3M
Accounts
237
Discretionary
$116.3M
Accounts
237
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
204
AUM
$42.3M
HNW Individual Clients
33
AUM
$74M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMOTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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