RIA Intel›Advisers›Utah›DIVERGENT WEALTH ADVISORS, LLC

DIVERGENT WEALTH ADVISORS, LLC

Advisory

N·SOUTH JORDAN, UT

Data as of Aug 2, 2024 · Source: SEC Form ADV

Total AUM

$617M

1-Year AUM Growth

+8.8%

3-Year CAGR

+14.6%

Employees

12

Assets Under Management

Total AUM$617M

Discretionary AUM$613M

Non-Discretionary AUM$4M

Discretionary %99.3%

Total Clients—

Team

Total Employees12

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record32

First FilingApr 5, 2017

Latest FilingAug 2, 2024

🔒 Full AUM trend chart and 32 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DIVERGENT WEALTH ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.