DIVERGENT WEALTH ADVISORS, LLC
Latest filing: Aug 02, 2024 (326 days ago)
AUM
$617,359,556
29% change vs. 1 year ago
51% change vs. 3 years ago
93% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
12
-8% change vs. 1 year ago
33% change vs. 3 years ago
100% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
SOUTH JORDAN, UT
489 W. SOUTH JORDAN PARKWAY, SOUTH JORDAN, UT, UNITED STATES, 84095
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.6 |
| Non-Discretionary | $0.0 |
| Total | $0.6 |
| Client | AUM |
|---|---|
| Retail | $0.6 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 645 | $0.2 |
| Average Individual AUM | $306,830 | |
| HNW | 134 | $0.4 |
| Average HNW AUM | $2,850,969 | |
| Retail Total | 779 | $0.6 |
| Average Retail AUM | $744,461 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | BOSTON-MA-USA | $0.6 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.6 |
| Retail SMA AUM | $0.6 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 2% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 92% | $0.5 |
| Other Pools | 1% | $0.0 |
| Cash | 5% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| FIDUCIENT ADVISORS LLC | $67.6 | 106720 | |
| WEALTHSPIRE ADVISORS LLC | $25.8 | 106181 | |
| FIDUCIARY FIRST, LLC | $5.2 | 150330 | |
| ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. | $0.5 | 126685 | |
| SST BENEFITS CONSULTING & INSURANCE SERVICES, INC. | $0.3 | 288129 | |
| NFP CORPORATE SERVICES (UT), INC. | $0.0 | - | |
| FOOTHILLS AT FRANCIS GATE GP, LLC | $0.0 | - | |
| DC FOF 3 GP, LLC | $0.0 | - | |
| DC FOF 2 GP, LLC | $0.0 | - | |
| NFP PROPERTY & CASUALTY SERVICES, INC. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| RANDY TAYLOR | SOUTH JORDAN | UT | S66|2022-01-31 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| UT, AZ-04/21/2017, CA-07/20/2017, CO-04/21/2017, FL-01/24/2023, ID-04/21/2017, NC-08/18/2022, NE-07/30/2021, NH-05/07/2021, NM-05/06/2022, NV-04/21/2017, TX-04/21/2017, UT-04/21/2017, WA-01/24/2023, WY-07/02/2020 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV