← Tributary

DIVERGENT WEALTH ADVISORS, LLC

SOUTH JORDAN, UT · CRD 286383 · IAPD ↗ · 385-237-4000

$617.4MRegulatory AUM
12Advisory reps
12Employees
7Clients
More than 500Planning clients
3Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
November 2024 — DIVERGENT WEALTH ADVISORS, LLC (SOUTH JORDAN, UT) left the SEC roster (was $617.4M RAUM, 12 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

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