Divvi Wealth Management

Updated today

Find your advisor

Client assets under management

$127,446,693

Clients

197

21% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$646,938

About

Divvi Wealth Management is a small team investment adviser that provides discretionary and non‑discretionary asset management, wealth management, financial planning, and ERISA 3(21) plan services to individuals, high‑net‑worth clients, trusts, business owners and similar households. The firm also facilitates access to third‑party managers and programs (including American Funds 529 portfolios) and offers occasional educational seminars for clients and prospects.

Portfolios and plans are built to reflect each client’s goals, time horizon and risk tolerance, using a mix of fundamental and technical analysis, charting and modern portfolio theory, and overseen through periodic reviews and rebalancing. Accounts can be managed directly or through recommended outside managers and platforms (the brochure references relationships with providers such as Orion and American Funds Service Company), and clients may select discretionary or non‑discretionary arrangements and impose written restrictions.

Noteworthy disclosures in the brochure include the firm’s participation in third‑party advertising and referral services (including SmartAsset) and receipt of associated referral/marketing fees, as well as soft‑dollar and custodian service relationships that provide benefits to the firm. The brochure also highlights the firm’s SEC registration, an affiliated insurance agency, and its ability to support qualified clients with due diligence and one‑time fee arrangements for private real estate investments—items the firm discloses as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Private / alternative investments Real estate investing Wealth management

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Negotiated fixed annual fees possible, not to exceed appropriate fee schedule rates, paid quarterly in arrears

Percentage

$0 - $1,999,999: 1.00% annually for Asset Management $2,000,000 - $3,999,999: 0.75% annually for Asset Management $4,000,000 - $5,999,999: 0.55% annually for Asset Management $6,000,000+: 0.50% annually for Asset Management $0 - $1,999,999: 1.25% annually for Wealth Management $2,000,000 - $3,999,999: 1.00% annually for Wealth Management $4,000,000 - $5,999,999: 0.80% annually for Wealth Management $6,000,000+: 0.70% annually for Wealth Management $1 - $2,000,000: 1.25% DWM fee plus 0.10% OPS fee (1.35% total) for Orion Portfolio Solutions $2,000,001 - $4,000,000: 1.00% DWM fee plus 0.10% OPS fee (1.10% total) for Orion Portfolio Solutions $4,000,001 - $6,000,000: 0.80% DWM fee plus 0.10% OPS fee (0.90% total) for Orion Portfolio Solutions $6,000,001 - $9,999,999: 0.70% DWM fee plus 0.10% OPS fee (0.80% total) for Orion Portfolio Solutions

Project-based

Financial planning charged at $250 per hour

Other

Account minimum: $100,000 for asset management services; $500,000 for wealth management services (both minimums are subject to waiver or negotiation) Minimum fee: Financial planning engagements subject to minimum of four (4) hours or $1,000 Fee-only: Financial planning charged at $250 per hour, billed 50% in advance with balance due upon delivery

Main office location

Divvi Wealth Management

220 W 18 Th Street, Suite 202

Kansas City MO 64108, United States

Number of offices

Most active in

Kansas · Missouri · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 8162378137

Advisors at this firm

Kirby D

Series 63, Series 66

Kansas City, MO

Divvi Wealth Management

Kirby Demoss is a financial advisor with Divvi Wealth Management in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at firms including Waddell & Reed, Inc. and Ivy Distributors, Inc., and is a member of Colligo Group LLC, a holding company involved in general consulting services. Divvi Wealth Management provides investment and wealth services to individuals, trusts, business owners, and retirement plans, employing a tailored approach that incorporates fundamental, technical, and modern portfolio theory analysis alongside periodic portfolio and wealth plan reviews.

Private / alternative investments Real estate investing Wealth management Founder/Business Owner Executive

Anthony D

CFP®, Series 63, Series 65

Kansas City, MO

Divvi Wealth Management

Anthony Donnelly is a CFP®-designated financial advisor with 23 years of industry experience. He is currently a team member at Divvi Wealth Management in Kansas City, MO. His prior experience includes roles at Edward Jones and Ameriprise Financial Services. Outside of advising, he manages rental properties through Boonslick Holdings LLC. Divvi Wealth Management serves individuals, trusts, business owners, and retirement plans, offering tailored investment and wealth management strategies that incorporate fundamental, technical, and modern portfolio theory analysis. The firm utilizes third-party managers and platforms and provides comprehensive planning with regular account and wealth plan reviews.

Private / alternative investments Real estate investing Wealth management Founder/Business Owner Executive

Eric B

CFP®, CFA®, Series 63

Kansas City, MO

Divvi Wealth Management

Eric Blattner is a CFP® credentialed financial advisor with 21 years of industry experience. He is currently a member of Divvi Wealth Management’s four-advisor team in Kansas City, MO, and is co-owner of Colligo Group LLC, a consulting services holding company. Blattner’s prior experience includes roles at Ivy Distributors, Inc. and Waddell & Reed, Inc. Divvi Wealth Management provides investment and wealth services to individuals, trusts, business owners, and retirement plans. The firm employs a tailored investment approach that incorporates fundamental, technical, charting, and modern portfolio theory analyses, and utilizes third-party managers and platforms alongside comprehensive wealth planning.

Private / alternative investments Real estate investing Wealth management Founder/Business Owner Executive

Matthew W

Series 63, Series 66

Kansas City, MO

Divvi Wealth Management

Matthew Waldman is a financial advisor at Divvi Wealth Management with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Waddell & Reed and Ivy Distributors. In addition to his advisory role, he is a licensed insurance agent and a member of Colligo Group LLC, a holding company engaged in general consulting services. Divvi Wealth Management provides investment and wealth services to individuals, trusts, business owners, and retirement plans. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and ERISA 3(21) plan advisory, using a mix of fundamental, technical, and modern portfolio theory analyses tailored to clients’ goals and risk tolerance.

Private / alternative investments Real estate investing Wealth management Founder/Business Owner Executive

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support