← Back to searchVisit website
DIVVI WEALTH MANAGEMENT
DIVVI WEALTH MANAGEMENT LLC
CRD 318241 · SEC 801-134413
220 W 18TH STREET, SUITE 202, KANSAS CITY, MO, 64108, United States
Phone
8162378137
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$127.4M
Discretionary AUM
$114.9M
Team
4 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; SELECTION OF OTHER ADVISORS FEES
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $45.3M |
| High net worth individuals | 42 | $82.2M |
States served
KS, MO, TX
All web addresses on file
Official SEC filing: View on IAPD