CONVERGENT WEALTH ADVISORS, LLC

CONVERGENT WEALTH ADVISORS, LLC of BEVERLY HILLS, CA is an SEC-registered investment adviser (CRD 143719).

Registration

Officers, owners & control persons (20)

NameRoleLocation
ADLER RICHARD HOWARDDIRECTOR
HUNT JON COWELLDIRECTOR
GERSHEN RICHARD SCOTTCHAIRMAN OF THE BOARD; DIRECTOR
ZIER DAVID ROBERTCEO/DIRECTOR//MEMBER; DIRECTOR/EXECUTIVE VICE-PRESIDENT; DIRECTOR/EXECUTIVE VICE-PRESIDENT/MEMBER (+1 more)
LOCKSHIN STEVEN DAVIDCEO/DIRECTOR; CEO/DIRECTOR/MEMBER; CHAIRMAN/DIRECTOR/MEMBER (+1 more)
ELLIOTT DAVID BRUCECHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/BOARD MEMBER; CHIEF COMPLIANCE OFFICER/MEMBER (+5 more)
FRANCOEUR GREGORY PAULBOARD MEMBER; MANAGING DIRECTOR/BOARD MEMBER
WALKER CHARLES DAVIDBOARD MEMBER
FREEMAN WILLIAM JDIRECTOR
FREEMAN WILLIAM JAYBOARD MEMBER; DIRECTOR
GIROD ALBERT ELIOTCHIEF OPERATING OFFICER; PRESIDENT/CHIEF OPERATING OFFICER; PRESIDENT/CHIEF OPERATING OFFICER/MEMBER
ELMES JOHN THOMASPRESIDENT
MILES LAWRENCE KENNETHEXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/CHHIEF OPERATING OFFICER; EXECUTIVE VICE PRESIDENT/SALES AND SUPPORT
WOLFORD DOUGLAS LAWRENCEMEMBER / CHIEF EXECUTIVE OFFICER; PRESIDENT; PRESIDENT/CHIEF OPERATING OFFICER (+1 more)
ALBAHARY RONALD GERARDCHIEF INVESTMENT OFFICER
FRIES JULIANNE MARIEBOARD MEMBER
GIROD ALBERTCHIEF OPERATING OFFICER
PAGANO MICHAEL JOSEPHBOARD MEMBER
BANCROFT WILLIAM DENNISMEMBER / CHIEF OPERATING OFFICER
POWELL JANICE MARIECHIEF COMPLIANCE OFFICER

Private funds (2)

FundTypeFormedOwnersGross asset valueMin investment
JUPITER FUND PLUS SERIES, OF WINDERMERE JUPITER FUND, LLCHedge Fund28$3.9M
WINDERMERE OPPORTUNISTIC FUND SERIES, OF WINDERMERE JUPITER FUND, LLCHedge Fund96$391K

Fund service providers (1)

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