Divergent Wealth Advisors is a fund manager in South Jordan with $546.94 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
821092105
SEC advisor number
801-110400
FINRA CRD number
286383
AUM ?
$567.67 mm
(as of 20 Dec 23)
Accounts
2,196
(as of 20 Dec 23)
Employees
13
(13 investment advisory or research)
Address
Divergent Wealth Advisors
910 WEST LEGACY CENTER WAY
SUITE 130
MIDVALE
UT 84047
910 WEST LEGACY CENTER WAY
SUITE 130
MIDVALE
UT 84047
Phone
385-237-4000
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Divergent Wealth Advisors, LLC | $546.94 mm | |
Divergent Capital Fund 2, LP | $5.67 mm | Private Equity Fund |
Divergent Capital Fund 3, LP | $12.30 mm | Private Equity Fund |
Foothills at Francis Gate Fund I, LP | $8.50 mm | Real Estate Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22
13F-HR
Quarterly holdings report by institutional manager
25 Oct 21