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DIVVI WEALTH MANAGEMENT

KANSAS CITY, MO · CRD 318241 · IAPD ↗ · 8162378137

$127.4MRegulatory AUM
4Advisory reps
4Employees
2Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — DIVVI WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
December 2025 — DIVVI WEALTH MANAGEMENT (KANSAS CITY, MO) is newly SEC-registered with $111.2M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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