Be advised. This firm is no longer registered.

Convergence Wealth Advisors, LLC

Convergence Wealth Advisors, LLC (CRD# 168973) is a financial advisory firm headquartered in Providence, RI. They manage $39,898,416 in 105 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10 Weybosset Street, Suite 700, Providence, RI 02903
http://www.convergencewa.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $379,985
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, RI

Financial Advisors at Convergence Wealth Advisors, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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