Convergent Wealth Advisors, LLC

Convergent Wealth Advisors, LLC (CRD# 143719) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $19,537,746 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $6,512,582
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Convergent Wealth Advisors, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Francois M. Schramek
CRD#: 6334046
2000 Avenue Of The Stars, Suite 550-n, Los Angeles, CA 90067
98
Wealthminder
score

Francois Schramek is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Los Angeles, CA and has 6 years of experience in the finance industry.

2
Darrin W. Arbaugh
CRD#: 6041844
12505 Park Potomac Ave., Suite 400, Potomac, MD 20854
93
Wealthminder
score

Darrin Arbaugh (CRD# 6041844) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Potomac, MD and has over 5 years of experience in the finance industry.

3
David B. Elliott
CRD#: 4579531
12505 Park Potomac Ave, Suite 400, Potomac, MD 20854
93
Wealthminder
score

David Elliott (CRD# 4579531) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Potomac, MD and has over 15 years of experience in the finance industry.

4
Scott M. Larson
CRD#: 5433152
620 Sw Fifth, Suite 1100, Portland, OR 97204
93
Wealthminder
score

Scott Larson (CRD# 5433152) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Portland, OR and has over 10 years of experience in the finance industry.

5
Aaron Mirandon
CRD#: 5343544
620 Sw Fifth, Suite 1100, Portland, OR 97204
93
Wealthminder
score

Aaron Mirandon (CRD# 5343544) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Portland, OR and has over 10 years of experience in the finance industry.

6
Sheila M. O'halloran
CRD#: 5420709
620 Sw Fifth, Suite 1100, Portland, OR 97204
93
Wealthminder
score

Sheila O'halloran (CRD# 5420709) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Portland, OR and has over 9 years of experience in the finance industry.

7
Kurt E. Odegard
CRD#: 4854644
620 Sw Fifth, Suite 1100, Portland, OR 97204
93
Wealthminder
score

Kurt Odegard (CRD# 4854644) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Portland, OR and has over 13 years of experience in the finance industry.

8
William C. Sileo
CRD#: 2171251
12505 Park Potomac Avenue, Suite 400, Potomac, MD 20854
93
Wealthminder
score

William Sileo (CRD# 2171251) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Potomac, MD and has over 16 years of experience in the finance industry.

9
Karen A. Smith
CRD#: 5198623
12505 Park Potomac Ave., Suite 400, Potomac, MD 20854
93
Wealthminder
score

Karen Smith (CRD# 5198623) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Potomac, MD and has over 11 years of experience in the finance industry.

10
Michelle F. Zlotnik
CRD#: 6338604
400 Park Avenue, 7th Floor, New York, NY 10022
90
Wealthminder
score

Michelle Zlotnik (CRD# 6338604) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in New York, NY and has over 3 years of experience in the finance industry.

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