Divvi Wealth Management
Divvi Wealth Management is an SEC-registered mass-market adviser in Kansas City, MO with $127.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Divvi Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318241, SEC 801-134413, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $127.4M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Kansas City, MO
- Employees
- 4
- Clients
- 197
- CRD
- 318241
- Ownership
- WALDMAN, MATTHEW, PHILLIP; BLATTNER, ERIC, STUART; DEMOSS, KIRBY, ADAM; Donnelly, Anthony, Markland; COLLIGO GROUP LLC
How much AUM does Divvi Wealth Management have?
Divvi Wealth Management reported $127.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Divvi Wealth Management?
Disclosed owners and executives of Divvi Wealth Management include WALDMAN, MATTHEW, PHILLIP, BLATTNER, ERIC, STUART, DEMOSS, KIRBY, ADAM, Donnelly, Anthony, Markland, COLLIGO GROUP LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.