Divergent Wealth Advisors LLC

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Assets, Funds, Holdings

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Divergent Wealth Advisors LLC
CRD #286383
SEC #801-110400
CIK #
AUM $394.6 MM (87% Disc, 100% US, 2020-03-12)
Employees8 (50% Investors, 25% Brokers)
Phone385-237-4000
Address910 West Legacy Center Way
Midvale, UT 84047
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
3953162371587902010201320172021
Sector Issuer Cap ($MM) Value ($MM)
IVV 38.3
ITOT 34.9
IJH 29.0
IXUS 22.8
IJR 19.2
AGG 18.3
IEMG 15.5
ISTB 15.3
HDV 14.7
IUSB 7.1
View All
Holdings by Sector ($)
0.30.20.20.10.10.02016201720182020
Comparable Firms State AUM ($BB)
Independent Service Co Inc
MN 0.4
Foundation Wealth Management LLC
MO 0.4
Renaissance Investment Group LLC
MA 0.4
Mirador Capital Partners LP
CA 0.4
The Mutual Fund Store-Ohio LLC
KS 0.4
CMG Capital Management Inc
FL 0.4
Capital Insight Partners LLC
AZ 0.4
REIK & Co LLC
NY 0.4
Harch Capital Management Inc
FL 0.4
Pelican Investment Management
MA 0.4
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