CONVERGENT WEALTH ADVISORS, LLC
CRD #143719 SEC #802-114776 CALIFORNIA, CA (310) 888-6460
State Registered Exempt Reporting Private Funds
Total AUM
$54.9M
Discretionary
$54.9M
Employees
2
Clients
0
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2018 | $19.5M | $19.5M | $0 | 1 | 3 |
| Sep 2017 | $54.9M | $54.9M | $0 | 2 | 1 |
| Jan 2017 | $133.7M | $133.7M | $0 | 11 | 1 |
| Dec 2016 | $133.7M | $133.7M | $0 | 11 | 1 |
| Mar 2016 | $4.7B | $3.1B | $1.5B | 56 | 300 |
| Dec 2015 | $5B | $3.3B | $1.7B | 67 | 300 |
| Oct 2015 | $8.2B | $5.8B | $2.4B | 67 | 300 |
| Jul 2015 | $8.2B | $5.8B | $2.4B | 67 | 300 |
| Mar 2015 | $8.2B | $5.8B | $2.4B | 67 | 300 |
| Mar 2015 | $8.2B | $5.8B | $2.4B | 67 | 300 |
| Jan 2015 | $8.4B | $6.2B | $2.3B | 67 | 400 |
| Jan 2015 | $8.4B | $6.2B | $2.3B | 67 | 400 |
| Dec 2014 | $8.4B | $6.2B | $2.3B | 67 | 400 |
| Nov 2014 | $8.4B | $6.2B | $2.3B | 67 | 400 |
| Apr 2014 | $8.4B | $6.2B | $2.3B | 67 | 400 |
| Apr 2014 | $8.4B | $6.2B | $2.3B | 67 | 400 |
| Mar 2014 | $8.4B | $6.2B | $2.3B | 67 | 400 |
| Apr 2013 | $7.4B | $5.1B | $2.3B | 67 | 385 |
| Jun 2012 | $6.9B | $5B | $1.9B | 51 | 273 |
| Apr 2012 | $6.9B | $5B | $1.9B | 51 | 273 |
| Mar 2012 | $6.9B | $5B | $1.9B | 51 | 273 |
| Aug 2011 | $10.4B | $4.4B | $6B | 51 | -- |
| Jun 2011 | $10.4B | $4.4B | $6B | 51 | -- |
| Apr 2011 | $10.4B | $4.4B | $6B | 51 | -- |
| Apr 2011 | $10.4B | $4.4B | $6B | 51 | -- |
| Mar 2011 | $10.4B | $4.4B | $6B | 51 | -- |
| Mar 2011 | $10.2B | $4.4B | $5.9B | 51 | -- |
| Sep 2010 | $10.2B | $4.4B | $5.9B | 51 | -- |
| Apr 2010 | $10.2B | $4.4B | $5.9B | 51 | -- |
| Oct 2009 | $5.3B | $1.6B | $3.7B | 51 | -- |
| Sep 2009 | $5.3B | $1.6B | $3.7B | 51 | -- |
| Mar 2009 | $5.3B | $1.6B | $3.7B | 51 | -- |
| Sep 2008 | $6.2B | $1.4B | $4.8B | 51 | -- |
| Mar 2008 | $6.2B | $1.4B | $4.8B | 51 | -- |
| Oct 2007 | $5.9B | $930.8M | $4.9B | 51 | -- |
| Aug 2007 | $5.9B | $930.8M | $4.9B | 51 | -- |
| May 2007 | $0 | $0 | $0 | 51 | -- |
| May 2007 | $0 | $0 | $0 | 51 | -- |
DateJan 2018
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees1
Clients3
DateSep 2017
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees2
Clients1
DateJan 2017
Total AUM$133.7M
Discretionary$133.7M
Non-Disc.$0
Employees11
Clients1
DateDec 2016
Total AUM$133.7M
Discretionary$133.7M
Non-Disc.$0
Employees11
Clients1
DateMar 2016
Total AUM$4.7B
Discretionary$3.1B
Non-Disc.$1.5B
Employees56
Clients300
DateDec 2015
Total AUM$5B
Discretionary$3.3B
Non-Disc.$1.7B
Employees67
Clients300
DateOct 2015
Total AUM$8.2B
Discretionary$5.8B
Non-Disc.$2.4B
Employees67
Clients300
DateJul 2015
Total AUM$8.2B
Discretionary$5.8B
Non-Disc.$2.4B
Employees67
Clients300
DateMar 2015
Total AUM$8.2B
Discretionary$5.8B
Non-Disc.$2.4B
Employees67
Clients300
DateMar 2015
Total AUM$8.2B
Discretionary$5.8B
Non-Disc.$2.4B
Employees67
Clients300
DateJan 2015
Total AUM$8.4B
Discretionary$6.2B
Non-Disc.$2.3B
Employees67
Clients400
DateJan 2015
Total AUM$8.4B
Discretionary$6.2B
Non-Disc.$2.3B
Employees67
Clients400
DateDec 2014
Total AUM$8.4B
Discretionary$6.2B
Non-Disc.$2.3B
Employees67
Clients400
DateNov 2014
Total AUM$8.4B
Discretionary$6.2B
Non-Disc.$2.3B
Employees67
Clients400
DateApr 2014
Total AUM$8.4B
Discretionary$6.2B
Non-Disc.$2.3B
Employees67
Clients400
DateApr 2014
Total AUM$8.4B
Discretionary$6.2B
Non-Disc.$2.3B
Employees67
Clients400
DateMar 2014
Total AUM$8.4B
Discretionary$6.2B
Non-Disc.$2.3B
Employees67
Clients400
DateApr 2013
Total AUM$7.4B
Discretionary$5.1B
Non-Disc.$2.3B
Employees67
Clients385
DateJun 2012
Total AUM$6.9B
Discretionary$5B
Non-Disc.$1.9B
Employees51
Clients273
DateApr 2012
Total AUM$6.9B
Discretionary$5B
Non-Disc.$1.9B
Employees51
Clients273
DateMar 2012
Total AUM$6.9B
Discretionary$5B
Non-Disc.$1.9B
Employees51
Clients273
DateAug 2011
Total AUM$10.4B
Discretionary$4.4B
Non-Disc.$6B
Employees51
Clients--
DateJun 2011
Total AUM$10.4B
Discretionary$4.4B
Non-Disc.$6B
Employees51
Clients--
DateApr 2011
Total AUM$10.4B
Discretionary$4.4B
Non-Disc.$6B
Employees51
Clients--
DateApr 2011
Total AUM$10.4B
Discretionary$4.4B
Non-Disc.$6B
Employees51
Clients--
DateMar 2011
Total AUM$10.4B
Discretionary$4.4B
Non-Disc.$6B
Employees51
Clients--
DateMar 2011
Total AUM$10.2B
Discretionary$4.4B
Non-Disc.$5.9B
Employees51
Clients--
DateSep 2010
Total AUM$10.2B
Discretionary$4.4B
Non-Disc.$5.9B
Employees51
Clients--
DateApr 2010
Total AUM$10.2B
Discretionary$4.4B
Non-Disc.$5.9B
Employees51
Clients--
DateOct 2009
Total AUM$5.3B
Discretionary$1.6B
Non-Disc.$3.7B
Employees51
Clients--
DateSep 2009
Total AUM$5.3B
Discretionary$1.6B
Non-Disc.$3.7B
Employees51
Clients--
DateMar 2009
Total AUM$5.3B
Discretionary$1.6B
Non-Disc.$3.7B
Employees51
Clients--
DateSep 2008
Total AUM$6.2B
Discretionary$1.4B
Non-Disc.$4.8B
Employees51
Clients--
DateMar 2008
Total AUM$6.2B
Discretionary$1.4B
Non-Disc.$4.8B
Employees51
Clients--
DateOct 2007
Total AUM$5.9B
Discretionary$930.8M
Non-Disc.$4.9B
Employees51
Clients--
DateAug 2007
Total AUM$5.9B
Discretionary$930.8M
Non-Disc.$4.9B
Employees51
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--