A complete list of active advisors currently associated with Divvi Wealth Management

Warmer can help you find a great advisor at Divvi Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Divvi Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.