DIVERGENT PLANNING, LLC
Legal name: DIVERGENT PLANNING
CRD #285688 SEC #801-112962 BETHESDA, MD (240) 428-8911
SEC Registered
Total AUM
$323.3M
Discretionary
$323.3M
Employees
10
Clients
51
Accounts
895
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $323.3M | $323.3M | $0 | 10 | 68 |
| Aug 2024 | $257.4M | $257.4M | $0 | 9 | 84 |
| Jan 2024 | $257.4M | $257.4M | $0 | 9 | 84 |
| Nov 2023 | $197.8M | $197.8M | $0 | 8 | 84 |
| Jan 2023 | $197.8M | $197.8M | $0 | 8 | 84 |
| Feb 2022 | $200.2M | $200.2M | $0 | 7 | 86 |
| Jul 2021 | $155.7M | $155.7M | $0 | 7 | 7 |
| Jan 2021 | $155.7M | $155.7M | $0 | 7 | 7 |
| Nov 2020 | $129.7M | $129.7M | $0 | 6 | 8 |
| Aug 2020 | $129.7M | $129.7M | $0 | 6 | 8 |
| May 2020 | $129.7M | $129.7M | $0 | 6 | 8 |
| Feb 2020 | $129.7M | $129.7M | $0 | 6 | 8 |
| Dec 2019 | $105.7M | $105.7M | $0 | 5 | 8 |
| Aug 2019 | $105.7M | $105.7M | $0 | 5 | 8 |
| May 2019 | $105.7M | $105.7M | $0 | 5 | 8 |
| Apr 2019 | $105.7M | $105.7M | $0 | 5 | 8 |
| Jan 2019 | $105.7M | $105.7M | $0 | 5 | 8 |
| Aug 2018 | $100.6M | $100.6M | $0 | 5 | 0 |
| Aug 2018 | $100.6M | $100.6M | $0 | 5 | 0 |
| Mar 2018 | $100.6M | $100.6M | $0 | 5 | 0 |
| May 2017 | $81.6M | $75.8M | $5.8M | 2 | 0 |
| Apr 2017 | $81.6M | $75.8M | $5.8M | 2 | 0 |
| Apr 2017 | $81.6M | $75.8M | $5.8M | 2 | 0 |
| Apr 2017 | $81.6M | $75.8M | $5.8M | 2 | 0 |
| Apr 2017 | $81.6M | $75.8M | $5.8M | 2 | 0 |
| Mar 2017 | $81.6M | $75.8M | $5.8M | 2 | 0 |
| Mar 2017 | $81.6M | $75.8M | $5.8M | 2 | 0 |
| Mar 2017 | $81.6M | $75.8M | $5.8M | 2 | 0 |
| Jan 2017 | $0 | $0 | $0 | 2 | 0 |
| Jan 2017 | $0 | $0 | $0 | 2 | 0 |
| Dec 2016 | $0 | $0 | $0 | 2 | 0 |
DateJan 2025
Total AUM$323.3M
Discretionary$323.3M
Non-Disc.$0
Employees10
Clients68
DateAug 2024
Total AUM$257.4M
Discretionary$257.4M
Non-Disc.$0
Employees9
Clients84
DateJan 2024
Total AUM$257.4M
Discretionary$257.4M
Non-Disc.$0
Employees9
Clients84
DateNov 2023
Total AUM$197.8M
Discretionary$197.8M
Non-Disc.$0
Employees8
Clients84
DateJan 2023
Total AUM$197.8M
Discretionary$197.8M
Non-Disc.$0
Employees8
Clients84
DateFeb 2022
Total AUM$200.2M
Discretionary$200.2M
Non-Disc.$0
Employees7
Clients86
DateJul 2021
Total AUM$155.7M
Discretionary$155.7M
Non-Disc.$0
Employees7
Clients7
DateJan 2021
Total AUM$155.7M
Discretionary$155.7M
Non-Disc.$0
Employees7
Clients7
DateNov 2020
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees6
Clients8
DateAug 2020
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees6
Clients8
DateMay 2020
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees6
Clients8
DateFeb 2020
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees6
Clients8
DateDec 2019
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees5
Clients8
DateAug 2019
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees5
Clients8
DateMay 2019
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees5
Clients8
DateApr 2019
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees5
Clients8
DateJan 2019
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees5
Clients8
DateAug 2018
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2017
Total AUM$81.6M
Discretionary$75.8M
Non-Disc.$5.8M
Employees2
Clients0
DateApr 2017
Total AUM$81.6M
Discretionary$75.8M
Non-Disc.$5.8M
Employees2
Clients0
DateApr 2017
Total AUM$81.6M
Discretionary$75.8M
Non-Disc.$5.8M
Employees2
Clients0
DateApr 2017
Total AUM$81.6M
Discretionary$75.8M
Non-Disc.$5.8M
Employees2
Clients0
DateApr 2017
Total AUM$81.6M
Discretionary$75.8M
Non-Disc.$5.8M
Employees2
Clients0
DateMar 2017
Total AUM$81.6M
Discretionary$75.8M
Non-Disc.$5.8M
Employees2
Clients0
DateMar 2017
Total AUM$81.6M
Discretionary$75.8M
Non-Disc.$5.8M
Employees2
Clients0
DateMar 2017
Total AUM$81.6M
Discretionary$75.8M
Non-Disc.$5.8M
Employees2
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0