DIVI-VEST ADVISORS

DIVI-VEST ADVISORS of BRYN MAWR, PA is an SEC-registered investment adviser (CRD 120645). Regulatory assets under management: $10.3M.

Registration

• CRD: 120645
• SEC file number: 801-61293
• Type: Registered investment adviser
• Location: 932 WEST LANCASTER AVENUE, BRYN MAWR, PA, 19010
• Phone: 610-527-2802
• Latest filing: 2026-03-02
• Regulatory AUM: $10.3M
• Discretionary AUM: $10.3M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120645 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search