# CONVERGENT WEALTH ADVISORS, LLC

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

## Registration

- CRD: 143719
- Type: SEC-registered investment adviser
- SEC file number: 801-67788
- Location: 400 NORTH ROXBURY, BEVERLY HILLS, CA, 90210
- Phone: 310-888-6460
- Latest filing: 2024-02-15

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| ADLER RICHARD HOWARD | DIRECTOR | — |
| HUNT JON COWELL | DIRECTOR | — |
| GERSHEN RICHARD SCOTT | CHAIRMAN OF THE BOARD; DIRECTOR | — |
| ZIER DAVID ROBERT | CEO/DIRECTOR//MEMBER; DIRECTOR/EXECUTIVE VICE-PRESIDENT; DIRECTOR/EXECUTIVE VICE-PRESIDENT/MEMBER (+1 more) | — |
| LOCKSHIN STEVEN DAVID | CEO/DIRECTOR; CEO/DIRECTOR/MEMBER; CHAIRMAN/DIRECTOR/MEMBER (+1 more) | — |
| ELLIOTT DAVID BRUCE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/BOARD MEMBER; CHIEF COMPLIANCE OFFICER/MEMBER (+5 more) | — |
| FRANCOEUR GREGORY PAUL | BOARD MEMBER; MANAGING DIRECTOR/BOARD MEMBER | — |
| WALKER CHARLES DAVID | BOARD MEMBER | — |
| FREEMAN WILLIAM J | DIRECTOR | — |
| FREEMAN WILLIAM JAY | BOARD MEMBER; DIRECTOR | — |
| GIROD ALBERT ELIOT | CHIEF OPERATING OFFICER; PRESIDENT/CHIEF OPERATING OFFICER; PRESIDENT/CHIEF OPERATING OFFICER/MEMBER | — |
| ELMES JOHN THOMAS | PRESIDENT | — |
| MILES LAWRENCE KENNETH | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/CHHIEF OPERATING OFFICER; EXECUTIVE VICE PRESIDENT/SALES AND SUPPORT | — |
| WOLFORD DOUGLAS LAWRENCE | MEMBER / CHIEF EXECUTIVE OFFICER; PRESIDENT; PRESIDENT/CHIEF OPERATING OFFICER (+1 more) | — |
| ALBAHARY RONALD GERARD | CHIEF INVESTMENT OFFICER | — |
| FRIES JULIANNE MARIE | BOARD MEMBER | — |
| GIROD ALBERT | CHIEF OPERATING OFFICER | — |
| PAGANO MICHAEL JOSEPH | BOARD MEMBER | — |
| BANCROFT WILLIAM DENNIS | MEMBER / CHIEF OPERATING OFFICER | — |
| POWELL JANICE MARIE | CHIEF COMPLIANCE OFFICER | — |


## Private funds (2)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| JUPITER FUND PLUS SERIES, OF WINDERMERE JUPITER FUND, LLC | Hedge Fund | — | 28 | $3.9M | — |
| WINDERMERE OPPORTUNISTIC FUND SERIES, OF WINDERMERE JUPITER FUND, LLC | Hedge Fund | — | 96 | $391K | — |


## Fund service providers (1)

- administrator: SEI GLOBAL SERVICES, INC. — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143719/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143719/similar
- Related entities: https://search.stillhousedata.com/firm/143719/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143719

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.