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Building 2DIVVI WEALTH MANAGEMENT

Map pinKANSAS CITY, MO
Phone8162378137
NotebookSEC #801-134413
Total AUM
$127.4M
Employees
4
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 W 18TH STREET
SUITE 202
KANSAS CITY
MO 64108
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
8162378137
Other Offices
1

ReceiptFinancials

Total AUM
$127.4M
Accounts
725
Discretionary
$114.9M
Accounts
661
Non-Discretionary
$12.6M
Accounts
64

ContactClients

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Individual Clients
155
AUM
$45.3M
HNW Individual Clients
42
AUM
$82.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISORS FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMOTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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