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| Keyboard |
| Divvi Wealth Management LLC
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|---|---|
| CRD # | 318241 |
| SEC # | 801-134413 |
| CIK # | |
| AUM | 127.4 M (2026-03-19) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 816-237-8137 |
| Address | 220 W 18th Street Kansas City, MO 64108 |
| Source | [IAPD] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 45.3 |
| (b) Individuals (high net worth individuals) | 42 | 82.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 725 | 127.4 |
| By Discretionary | ||
| Discretionary | 661 | 114.9 |
| Non-Discretionary | 64 | 12.6 |
| Total | 725 | 127.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.4 | |
| Total | 725 | 127.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Second Half Financial Partners LLC
✚
|
FL | 128.0 M |
|
Longview Wealth Management LLC
✚
|
127.5 M | |
|
Hatcher Capital Investments Inc
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|
AR | 127.5 M |
|
We Financial Group LLC
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|
CA | 127.4 M |
|
Synergy Wealth Management LLC
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|
MI | 127.1 M |
|
Protocol Wealth LLC
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|
CO | 127.1 M |
|
Growstrong Wealth Strategies LLC
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|
CO | 127.0 M |
|
Gainspoletti Wealth Planners Advisory LLC
✚
|
MS | 127.0 M |
|
Bone FIDE Wealth LLC
✚
|
NY | 126.7 M |
|
ACTS Financial Advisors LLC
✚
|
VA | 126.5 M |