← Tributary

DIVERGENT PLANNING

BETHESDA, MD · CRD 285688 · IAPD ↗ · (240) 428-8911

$423.1MRegulatory AUM
4Advisory reps
8Employees
32Clients
26-50Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
May 2026 — DIVERGENT PLANNING (BETHESDA, MD) left the SEC roster (was $423.1M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
64
February 2026 — DIVERGENT PLANNING reported RAUM up 31% ($323.3M -> $423.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
February 2025 — DIVERGENT PLANNING reported RAUM up 26% ($257.4M -> $323.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
February 2024 — DIVERGENT PLANNING reported RAUM up 30% ($197.8M -> $257.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.