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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 4, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SEABAUGH, JEANNIE, N | I | VICE PRESIDENT | NA | Control |
| STOBBS, JOHN, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| SEABAUGH, JEANNIE, N | I | VICE PRESIDENT | D | Control |
| SEABAUGH, JEANNIE, N | I | VICE PRESIDENT | D | Control |
| SEABAUGH, JEANNIE, N | I | VICE PRESIDENT | D | Control |
| SEABAUGH, JEANNIE, N | I | VICE PRESIDENT | D | Control |
| SEABAUGH, JEANNIE, N | I | VICE PRESIDENT | D | Control |
| STOBBS, JOHN, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| STOBBS, JOHN, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| STOBBS, JOHN, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| STOBBS, JOHN, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| STOBBS, JOHN, PAUL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
May 4, 2022 REGISTERED
Notice Filings (3)
IL MO TX
Address
16150 MAIN CIRCLE DRIVESUITE 115
CHESTERFIELD, MO 63017
United States
Phone: 636-536-1800