CONVERGENT WEALTH MANAGEMENT, LLC
CONVERGENT WEALTH MANAGEMENT, LLC of CHESTERFIELD, MO is an SEC-registered investment adviser (CRD 153714). Regulatory assets under management: $116.3M.
Registration
- CRD: 153714
- SEC file number: 801-121918
- Type: Registered investment adviser
- Location: 16150 MAIN CIRCLE DRIVE, SUITE 115, CHESTERFIELD, MO, 63017
- Phone: 636-536-1800
- Latest filing: 2022-05-04
- Regulatory AUM: $116.3M
- Discretionary AUM: $116.3M
- Clients: 4
- Accounts: 237
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| STOBBS JOHN PAUL | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| SEABAUGH JEANNIE N | VICE PRESIDENT | — |
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