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CONVERGENCE WEALTH PARTNERS LLC
CRD 329438
5800 AIRPORT ROAD, REDDING, CA, 96002, United States
Phone
(530) 240-9494
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.2M
Discretionary AUM
$17.2M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $9.3M |
| High net worth individuals | 4 | $7.9M |
All web addresses on file
Official SEC filing: View on IAPD