Divergent Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bethesda, MD. Its latest Form ADV filing, dated January 10, 2026, reports $423M in regulatory assets under management, 8 employees, and 960 accounts.
Assets Under Management
$423M
Employees
8
Offices
--
Total Clients
268
Primary office
BETHESDA, MD
6701 DEMOCRACY BLVD., SUITE 300, BETHESDA, MD, United States
Top client segmentHNWI represent 74.6% of total clients.
Top client categories% of clientsClients
1
HNWI
74.6%
200
2
Individuals
25.4%
68
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$423Mas of January 10, 2026
Discretionary100.0%
$423M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$423M
Total Accounts960
10Y AUM Change+$341M (+418.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee34:1
10Y Employee Change+6 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.