CONVERGENCE WEALTH PARTNERS LLC

CONVERGENCE WEALTH PARTNERS LLC of REDDING, CA is an SEC-registered investment adviser (CRD 329438). Regulatory assets under management: $17.2M.

Registration

• CRD: 329438
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329438 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search