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Divergent Wealth Advisors

Divergent Wealth Advisors is an investment advisor in South Jordan with $409.32M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
821092105
SEC advisor number
801-110400
FINRA CRD number
286383
AUM ?
$409.32M (as of 30 Jul 21)
Accounts
1,337 (as of 30 Jul 21)
Employees
9 (5 investment advisory or research)
Address
Divergent Wealth Advisors
910 WEST LEGACY CENTER WAY
SUITE 130
MIDVALE
UT 84047
Phone
385-237-4000

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
17 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$162.32M 376.77K 309.95K +21.6
$71.45M 646.79K 937.58K -31.0
$41.44M 360.9K 347.46K +3.9
$27.15M 276K 262.34K +5.2
Fidelity Comwlth TR
$23.8M 423.66K 431.62K -1.8
$21.83M 170.99K 165.45K +3.4
$21.11M 413.34K 392.48K +5.3
$18.68M 279.55K 268.39K +4.2
$15.74M 59.84K 45.72K +30.9
$15.23M 276.72K 267.08K +3.6
$11.69M 107.08K 79.39K +34.9
$9.82M 158.97K 137.68K +15.5
$6.58M 92.7K 89.6K +3.5
$1.05M 4.71K NEW
$410K 1.84K NEW
$273K 1.39K 1.39K -0.1
Vanguard Tax-managed Intl FD
$239K 4.74K NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

28 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings