# Divvi Wealth Management

> 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.

- CRD: 318241
- Filed as: DIVVI WEALTH MANAGEMENT
- Legal name: Divvi Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kansas City, MO
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318241
- AdvisorCensus page: https://advisorcensus.com/firm/divvi-wealth-management-kansas-city-mo-318241

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Hourly rate: $250 an hour (financial planning)

> DWM charges an hourly fee of $250 per hour for financial planning.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $127,446,693
- Discretionary: $114,853,405
- Non-discretionary: $12,593,288

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 155 | $45,269,699 |
| High net worth individuals | 42 | $82,176,994 |

### 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- North Kansas City, MO

### Websites listed on Form ADV (Item 1.I)
- divviwealth.com
- Facebook @divviwealth
- Instagram @divviwealth
- LinkedIn @divvi-wealth-management
- X @divviwealth
- YouTube @DivviWealthManagement

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Divvi Wealth Management (CRD 318241): Form ADV filing data as of October 2026.