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 ?
$546.94 mm
(as of 24 Jan 23)
Accounts
1,661
(as of 24 Jan 23)
Employees
11
(9 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
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
13F-HR
Quarterly holdings report by institutional manager
28 Jul 21
13F-HR
Quarterly holdings report by institutional manager
23 Apr 21
13F-HR
Quarterly holdings report by institutional manager
22 Jan 21
13F-HR
Quarterly holdings report by institutional manager
5 Nov 20
13F-HR
Quarterly holdings report by institutional manager
5 Aug 20