# Convivia Financial LLC

> Convivia Financial LLC is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated December 19, 2025.

- CRD: 339685
- Filed as: CONVIVIA FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: December 19, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339685
- AdvisorCensus page: https://advisorcensus.com/firm/convivia-financial-llc-339685

## Quick answers

**How is Convivia Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Convivia Financial LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Convivia Financial LLC registered with the SEC or a state?**
Convivia Financial LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339685.

**How much does Convivia Financial LLC manage?**
Convivia Financial LLC reports $0 in regulatory assets under management in its Form ADV filing dated December 19, 2025.

**Does Convivia Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339685

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- conviviafinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Convivia Financial LLC (CRD 339685): Form ADV filing data as of October 2026.