DIVERGENT WEALTH ADVISORS, LLC
CRD #286383 SEC #802-131661 SOUTH JORDAN, UT 385-237-4000
State Registered Exempt Reporting Private Funds
Total AUM
$617.4M
Discretionary
$613.1M
Employees
12
Clients
--
Accounts
2,227
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2024 | $617.4M | $613.1M | $4.3M | 12 | 7 |
| Jun 2024 | $617.4M | $613.1M | $4.3M | 12 | 7 |
| Mar 2024 | $617.4M | $613.1M | $4.3M | 12 | 7 |
| Dec 2023 | $567.7M | $563.9M | $3.8M | 13 | 0 |
| Dec 2023 | $567.7M | $563.9M | $3.8M | 13 | 0 |
| Feb 2023 | $479.8M | $475.1M | $4.7M | 13 | 0 |
| Jan 2023 | $546.9M | $545M | $1.9M | 11 | 0 |
| Aug 2022 | $546.9M | $545M | $1.9M | 11 | 0 |
| May 2022 | $546.9M | $545M | $1.9M | 11 | 0 |
| May 2022 | $546.9M | $545M | $1.9M | 11 | 0 |
| May 2022 | $546.9M | $545M | $1.9M | 11 | 0 |
| May 2022 | $546.9M | $545M | $1.9M | 11 | 0 |
| Mar 2022 | $520.5M | $518.5M | $1.9M | 11 | 0 |
| Jul 2021 | $409.3M | $409.3M | $0 | 9 | 0 |
| May 2021 | $409.3M | $409.3M | $0 | 9 | 0 |
| Apr 2021 | $409.3M | $409.3M | $0 | 9 | 0 |
| Apr 2021 | $409.3M | $409.3M | $0 | 9 | 0 |
| Feb 2021 | $409.3M | $409.3M | $0 | 9 | 0 |
| Jul 2020 | $394.6M | $344.2M | $50.5M | 8 | 0 |
| Jun 2020 | $394.6M | $344.2M | $50.5M | 8 | 0 |
| Jun 2020 | $394.6M | $344.2M | $50.5M | 8 | 0 |
| May 2020 | $394.6M | $344.2M | $50.5M | 8 | 0 |
| Mar 2020 | $394.6M | $344.2M | $50.5M | 8 | 0 |
| Oct 2019 | $320.2M | $273.2M | $47M | 6 | 7 |
| Mar 2019 | $320.2M | $273.2M | $47M | 6 | 7 |
| Mar 2019 | $320.2M | $273.2M | $47M | 6 | 7 |
| Apr 2018 | $298.3M | $259.3M | $39.1M | 6 | 0 |
| Mar 2018 | $298.3M | $259.3M | $39.1M | 6 | 0 |
| Jul 2017 | $260.6M | $218.4M | $42.2M | 3 | 0 |
| Apr 2017 | $0 | $0 | $0 | 3 | 0 |
| Apr 2017 | $0 | $0 | $0 | 3 | 0 |
| Apr 2017 | $0 | $0 | $0 | 3 | 0 |
DateAug 2024
Total AUM$617.4M
Discretionary$613.1M
Non-Disc.$4.3M
Employees12
Clients7
DateJun 2024
Total AUM$617.4M
Discretionary$613.1M
Non-Disc.$4.3M
Employees12
Clients7
DateMar 2024
Total AUM$617.4M
Discretionary$613.1M
Non-Disc.$4.3M
Employees12
Clients7
DateDec 2023
Total AUM$567.7M
Discretionary$563.9M
Non-Disc.$3.8M
Employees13
Clients0
DateDec 2023
Total AUM$567.7M
Discretionary$563.9M
Non-Disc.$3.8M
Employees13
Clients0
DateFeb 2023
Total AUM$479.8M
Discretionary$475.1M
Non-Disc.$4.7M
Employees13
Clients0
DateJan 2023
Total AUM$546.9M
Discretionary$545M
Non-Disc.$1.9M
Employees11
Clients0
DateAug 2022
Total AUM$546.9M
Discretionary$545M
Non-Disc.$1.9M
Employees11
Clients0
DateMay 2022
Total AUM$546.9M
Discretionary$545M
Non-Disc.$1.9M
Employees11
Clients0
DateMay 2022
Total AUM$546.9M
Discretionary$545M
Non-Disc.$1.9M
Employees11
Clients0
DateMay 2022
Total AUM$546.9M
Discretionary$545M
Non-Disc.$1.9M
Employees11
Clients0
DateMay 2022
Total AUM$546.9M
Discretionary$545M
Non-Disc.$1.9M
Employees11
Clients0
DateMar 2022
Total AUM$520.5M
Discretionary$518.5M
Non-Disc.$1.9M
Employees11
Clients0
DateJul 2021
Total AUM$409.3M
Discretionary$409.3M
Non-Disc.$0
Employees9
Clients0
DateMay 2021
Total AUM$409.3M
Discretionary$409.3M
Non-Disc.$0
Employees9
Clients0
DateApr 2021
Total AUM$409.3M
Discretionary$409.3M
Non-Disc.$0
Employees9
Clients0
DateApr 2021
Total AUM$409.3M
Discretionary$409.3M
Non-Disc.$0
Employees9
Clients0
DateFeb 2021
Total AUM$409.3M
Discretionary$409.3M
Non-Disc.$0
Employees9
Clients0
DateJul 2020
Total AUM$394.6M
Discretionary$344.2M
Non-Disc.$50.5M
Employees8
Clients0
DateJun 2020
Total AUM$394.6M
Discretionary$344.2M
Non-Disc.$50.5M
Employees8
Clients0
DateJun 2020
Total AUM$394.6M
Discretionary$344.2M
Non-Disc.$50.5M
Employees8
Clients0
DateMay 2020
Total AUM$394.6M
Discretionary$344.2M
Non-Disc.$50.5M
Employees8
Clients0
DateMar 2020
Total AUM$394.6M
Discretionary$344.2M
Non-Disc.$50.5M
Employees8
Clients0
DateOct 2019
Total AUM$320.2M
Discretionary$273.2M
Non-Disc.$47M
Employees6
Clients7
DateMar 2019
Total AUM$320.2M
Discretionary$273.2M
Non-Disc.$47M
Employees6
Clients7
DateMar 2019
Total AUM$320.2M
Discretionary$273.2M
Non-Disc.$47M
Employees6
Clients7
DateApr 2018
Total AUM$298.3M
Discretionary$259.3M
Non-Disc.$39.1M
Employees6
Clients0
DateMar 2018
Total AUM$298.3M
Discretionary$259.3M
Non-Disc.$39.1M
Employees6
Clients0
DateJul 2017
Total AUM$260.6M
Discretionary$218.4M
Non-Disc.$42.2M
Employees3
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0