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CONVERGENCE ADVISORY GROUP
CONVERGENCE WEALTH, LLC
CRD 308408
12020 SHAMROCK PLAZA, SUITE 100, OMAHA, NE, 68154, United States
Phone
402-991-5600
Fax
402-991-5602
Registration
— (—)
Source
State registered
Total AUM
$104.5M
Discretionary AUM
$104.5M
Team
6 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 181 | $55.2M |
| High net worth individuals | 30 | $49.4M |
All web addresses on file
Official SEC filing: View on IAPD