KANSAS CITY, MOCRD 318241Latest ADV March 19, 2026
Divvi Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kansas City, MO. Its latest Form ADV filing, dated March 19, 2026, reports $127M in regulatory assets under management, 4 employees, 1 office, and 725 accounts.
Assets Under Management
$127M
Employees
4
Offices
1 office
Total Clients
197
Primary office
KANSAS CITY, MO
220 W 18TH STREET, SUITE 202, KANSAS CITY, MO, United States
Top client segmentIndividuals represent 78.7% of total clients.
Top client categories% of clientsClients
1
Individuals
78.7%
155
2
HNWI
21.3%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of March 19, 2026
Discretionary90.1%
$115M
90% of total RAUM90.1%
Non-discretionary9.9%
$13M
10% of total RAUM9.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$127M
Total Accounts725
10Y AUM Change+$16M (+14.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee49:1
10Y Employee Change0 (0.0%)
* 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.