# CONVERGENCE WEALTH PARTNERS LLC

CONVERGENCE WEALTH PARTNERS LLC of REDDING, CA is an SEC-registered investment adviser.

## Registration

- CRD: 329438
- Type: SEC-registered investment adviser
- Location: 5800 AIRPORT ROAD, REDDING, CA, 96002
- Phone: (530) 240-9494
- Latest filing: 2026-03-09
- Regulatory AUM: $17.2M
- Discretionary AUM: $17.2M
- Clients: 1
- Accounts: 119

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329438/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329438/similar
- Related entities: https://search.stillhousedata.com/firm/329438/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329438

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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.