Divine Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,620,409
Clients
35
46% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
HighAverage account size
$189,155
About
Divine Asset Management LLC provides discretionary investment management, holistic financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, business owners, and institutional clients, including employer-sponsored retirement plans and plan participants. The firm reports approximately $6.62 million in regulatory assets under management (as of December 31, 2025) and also offers structured strategic business advisory engagements related to growth, succession, capital strategy, and transaction preparedness under separate written agreements.
Investment portfolios are managed on a discretionary basis and tailored to each client’s objectives, risk tolerance, liquidity needs, and time horizon, using a mix of fundamental, technical, and macro analysis informed by thematic views on economic, demographic, governance, and innovation trends. When providing advice to retirement plans or IRAs, the firm acts as a fiduciary under ERISA and, where appointed in writing, may serve as an ERISA Section 3(38) investment manager with discretionary authority.
What distinguishes the firm from many peers is its explicit offering of institutional retirement-plan services alongside individual wealth management and its provision of non-transaction-based, fixed-fee strategic business advisory retainers. The firm requires custody with Interactive Brokers LLC, generally does not aggregate trades across accounts, does not vote client proxies, and discloses that advisory fees may be deducted directly from client accounts.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Business ownership considerations
General tax planning
Wealth management
Occupation focus
Founder/Business Owner
Executive
Fee options
Fixed fees typically range from $1,000 to $5,000 for financial planning; Fixed monthly retainers from $1,000 to $10,000 for strategic business advisory services
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Up to $400 per hour for financial planning services
Account minimum: $10,000 Fee-only: Fixed fees from $1,000 to $5,000; Hourly fees up to $400 per hour; Fixed monthly retainers from $1,000 to $10,000 for business advisory services
Main office location
Divine Asset Management LLC
Lake Hill NY, United States
Number of offices
1
Most active in
Divine Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")