CONVERGENT WEALTH MANAGEMENT, LLC
CRD #153714 SEC #801-121918 CHESTERFIELD, MO 636-536-1800
SEC Registered
Total AUM
$116.3M
Discretionary
$116.3M
Employees
4
Clients
11
Accounts
237
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2022 | $116.3M | $116.3M | $0 | 4 | 0 |
| Jan 2022 | $116.3M | $116.3M | $0 | 4 | 0 |
| Nov 2021 | $105.2M | $96.1M | $9.1M | 4 | 0 |
| Aug 2021 | $105.2M | $96.1M | $9.1M | 4 | 0 |
| Jul 2021 | $105.2M | $96.1M | $9.1M | 4 | 0 |
| Jun 2021 | $105.2M | $96.1M | $9.1M | 4 | 0 |
DateMay 2022
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$105.2M
Discretionary$96.1M
Non-Disc.$9.1M
Employees4
Clients0
DateAug 2021
Total AUM$105.2M
Discretionary$96.1M
Non-Disc.$9.1M
Employees4
Clients0
DateJul 2021
Total AUM$105.2M
Discretionary$96.1M
Non-Disc.$9.1M
Employees4
Clients0
DateJun 2021
Total AUM$105.2M
Discretionary$96.1M
Non-Disc.$9.1M
Employees4
Clients0