Divvi Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Negotiated fixed annual fees possible, not to exceed appropriate fee schedule rates, paid quarterly in arrears
$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
Financial planning charged at $250 per hour
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
220 W 18th Street, Suite 202
Kansas City MO 64108
Advisors at this office
4
Most active in
Kansas · Missouri · Texas
Also doing business as
Divvi Wealth Management · Divvi Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Quick links
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 with 24 years of industry experience. His prior roles include positions at Waddell & Reed, Ivy Distributors, Inc., and Colligo Group LLC. He is also a licensed insurance agent and a member of a holding company providing general consulting services. Divvi Wealth Management serves individuals, high-net-worth clients, trusts, and business owners, offering discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) plan services. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory and provides access to third-party managers and educational seminars.
Anthony D
CFP®, Series 63, Series 65
Kansas City, MO
Divvi Wealth Management
Anthony Donnelly is a Certified Financial Planner® with 24 years of industry experience. He is currently with Divvi Wealth Management in Kansas City, MO, where he has worked since 2022. His previous firms include Edward Jones and Ameriprise Financial Services. Outside of advising, Donnelly manages rental properties through his ownership of Boonslick Holdings LLC. Divvi Wealth Management serves individuals, high-net-worth clients, trusts, and business owners with discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) plan services. The firm employs a mix of fundamental and technical analysis and offers clients a choice of management arrangements and access to third-party programs.
Eric B
CFP®, CFA®, Series 63
Kansas City, MO
Divvi Wealth Management
Eric Blattner is a CFP® and CFA® with 21 years of industry experience. He is currently with Divvi Wealth Management and has held prior roles at firms including Ivy Distributors, Inc. and Waddell & Reed, Inc. He is also a co-owner of Colligo Group LLC, a holding company providing consulting services. Divvi Wealth Management is a small team adviser serving individuals, high-net-worth clients, trusts, and business owners with asset management, financial planning, and ERISA 3(21) plan services. The firm employs a blend of fundamental and technical analysis along with modern portfolio theory to build customized portfolios, offering both discretionary and non-discretionary management options.
Matthew W
Series 63, Series 66
Kansas City, MO
Divvi Wealth Management
Matthew Waldman is a financial advisor with Divvi Wealth Management in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Waddell & Reed, Inc., Ivy Distributors, Inc., and Raymond James & Associates. He is also a licensed insurance agent and a member of Colligo Group LLC, a holding company involved in general consulting services. Divvi Wealth Management serves individuals, high-net-worth clients, trusts, and business owners with discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) plan services. The firm builds portfolios using a blend of fundamental and technical analysis alongside modern portfolio theory, offering both direct management and third-party manager options tailored to client goals and risk tolerance.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)