DIVVI WEALTH MANAGEMENT LLC
Legal name: DIVVI WEALTH MANAGEMENT
CRD #318241 SEC #801-134413 KANSAS CITY, MO 8162378137
SEC Registered
Total AUM
$111.2M
Discretionary
$99.4M
Employees
4
Clients
51
Accounts
706
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 26, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEMOSS, KIRBY, ADAM | I | CCO | NA | Control |
| DEMOSS, KIRBY, ADAM | I | CCO | NA | Control |
| COLLIGO GROUP LLC | DE | SHAREHOLDER | E | Control |
| COLLIGO GROUP LLC | DE | SHAREHOLDER | E | Control |
| Donnelly, Anthony, Markland | I | CO-OWNER | A | |
| Donnelly, Anthony, Markland | I | CO-OWNER | A |
Registrations
Federal
IA
Sep 26, 2025 REGISTERED
Notice Filings (3)
KS MO TX
Address
220 W 18TH STREETSUITE 202
KANSAS CITY, MO 64108
United States
Phone: 8162378137