RIA Intel›Advisers›Nebraska›CONVERGENCE WEALTH, LLC

CONVERGENCE WEALTH, LLC

Advisory

OMAHA, NE

Data as of Jun 12, 2026 · Source: SEC Form ADV

Rank in NE

#102

of 134 advisers by AUM

Average account

$171K

across 612 accounts

AUM per adviser

$21M

5 advisers

Source: SEC Form ADV. Figures as filed Jun 12, 2026.

Total AUM

$105M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$105M

Discretionary AUM$105M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients211

Team

Total Employees6

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNE, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

211 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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