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 $320.2 MM (85% Disc, 100% US)
Employees6 (67% Investors, 33% Brokers)
Phone385-237-4000
Address910 West Legacy Center Way
Midvale, UT 84047
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
3252601951306502011201420172020
Sector Holding Cap ($MM) Value ($MM)
IVV38.3
ITOT34.9
IJH29.0
IXUS22.8
IJR19.2
AGG18.3
IEMG15.5
ISTB15.3
HDV14.7
IUSB7.1
View All
Holdings by Sector ($)
0.30.20.20.10.10.02016201720182020
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Thomas J Herzfeld Advisors Inc
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Benson L K & Co P C
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Arbor Asset Management LLC
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Rock Point Advisors LLC
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Kingfisher Capital LLC
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Freed Susan & Associates Inc
DC 0.3
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