Divvi Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$127,446,693
Total clients
197
21% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
49
Average account size
$646,938
About
Divvi Wealth Management is a small team investment adviser that provides discretionary and non‑discretionary asset management, wealth management, financial planning, and ERISA 3(21) plan services to individuals, high‑net‑worth clients, trusts, business owners and similar households. The firm also facilitates access to third‑party managers and programs (including American Funds 529 portfolios) and offers occasional educational seminars for clients and prospects.
Portfolios and plans are built to reflect each client’s goals, time horizon and risk tolerance, using a mix of fundamental and technical analysis, charting and modern portfolio theory, and overseen through periodic reviews and rebalancing. Accounts can be managed directly or through recommended outside managers and platforms (the brochure references relationships with providers such as Orion and American Funds Service Company), and clients may select discretionary or non‑discretionary arrangements and impose written restrictions.
Noteworthy disclosures in the brochure include the firm’s participation in third‑party advertising and referral services (including SmartAsset) and receipt of associated referral/marketing fees, as well as soft‑dollar and custodian service relationships that provide benefits to the firm. The brochure also highlights the firm’s SEC registration, an affiliated insurance agency, and its ability to support qualified clients with due diligence and one‑time fee arrangements for private real estate investments—items the firm discloses as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Private / alternative investments
Real estate investing
Wealth management
Occupation focus
Founder/Business Owner
Executive
Fee options
Negotiated fixed annual fees possible, not to exceed appropriate fee schedule rates, paid quarterly in arrears
$0 - $1,999,999: 1.00% annually for Asset Management $2,000,000 - $3,999,999: 0.75% annually for Asset Management $4,000,000 - $5,999,999: 0.55% annually for Asset Management $6,000,000+: 0.50% annually for Asset Management $0 - $1,999,999: 1.25% annually for Wealth Management $2,000,000 - $3,999,999: 1.00% annually for Wealth Management $4,000,000 - $5,999,999: 0.80% annually for Wealth Management $6,000,000+: 0.70% annually for Wealth Management $1 - $2,000,000: 1.25% DWM fee plus 0.10% OPS fee (1.35% total) for Orion Portfolio Solutions $2,000,001 - $4,000,000: 1.00% DWM fee plus 0.10% OPS fee (1.10% total) for Orion Portfolio Solutions $4,000,001 - $6,000,000: 0.80% DWM fee plus 0.10% OPS fee (0.90% total) for Orion Portfolio Solutions $6,000,001 - $9,999,999: 0.70% DWM fee plus 0.10% OPS fee (0.80% total) for Orion Portfolio Solutions
Financial planning charged at $250 per hour
Account minimum: $100,000 for asset management services; $500,000 for wealth management services (both minimums are subject to waiver or negotiation) Minimum fee: Financial planning engagements subject to minimum of four (4) hours or $1,000 Fee-only: Financial planning charged at $250 per hour, billed 50% in advance with balance due upon delivery
Main office location
Divvi Wealth Management
220 W 18 Th Street, Suite 202
Kansas City MO 64108, United States
Number of offices
2
Most active in
Divvi Wealth Management has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri · Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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Instagram
YouTube
Website
8162378137
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