AdvisorCensus / Financial advisors / Missouri / Kansas City / Divvi Wealth Management
Divvi Wealth Management
Filed as DIVVI WEALTH MANAGEMENT · Legal name Divvi Wealth Management LLC
Divvi Wealth Management is an SEC-registered investment advisory firm in Kansas City, MO, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.
Quick answers
From the filingHow is Divvi Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Divvi Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.
How much does Divvi Wealth Management charge?
Its Form ADV Part 2A brochure dated March 19, 2026 states: Hourly rate: $250 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Divvi Wealth Management located?
Divvi Wealth Management's principal office is in Kansas City, MO, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Divvi Wealth Management registered with the SEC or a state?
Divvi Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 318241.
How much does Divvi Wealth Management manage?
Divvi Wealth Management reports $127,446,693 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (90% discretionary).
What types of clients does Divvi Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (155); high net worth individuals (42).
Which custodians does Divvi Wealth Management use?
Divvi Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Divvi Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318241
What changed in Divvi Wealth Management's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $111,248,589 to $127,446,693 (+15%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AHourly rate: $250 an hour (financial planning)
The brochure's wording
DWM charges an hourly fee of $250 per hour for financial planning.
As stated in the firm's Form ADV Part 2A brochure dated March 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$127,446,693 as of October 2026, filing dated March 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Divvi Wealth Management LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $111,248,589 to $127,446,693 (+15%).
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Divvi Wealth Management (CRD 318241): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/divvi-wealth-management-kansas-city-mo-318241