DIVVI WEALTH MANAGEMENT LLC

DIVVI WEALTH MANAGEMENT LLC of KANSAS CITY, MO is an SEC-registered investment adviser (CRD 318241). Regulatory assets under management: $127.4M.

Registration

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (4)

NameRoleLocation
Kirby Adam DemossCCO; CCO, CO-OWNER; MEMBER
Matthew Phillip WaldmanCO-OWNER; MEMBER
Eric Stuart BlattnerCO-OWNER; MEMBER
Anthony Markland DonnellyCO-OWNER

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