Convergent Wealth Advisors, LLC

Convergent Wealth Advisors, LLC (CRD# 143719) is a financial advisory firm headquartered in Potomac, MD. They manage $4,693,448,498 in 2,961 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,693
    MILLION
  • Total Number of Accounts
    2,961
    ACCOUNTS
  • Average Account Value
    $1,585,089
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA

Financial Advisors at Convergent Wealth Advisors, LLC
Showing 1 - 10 of 41 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
John T. Elmes
CRD#: 2209048
12505 Park Potomac Avenue, Suite 400, Potomac, MD 20854
96
Wealthminder
score

John Elmes (CRD# 2209048) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Potomac, MD and has over 23 years of experience in the finance industry.

3
Michael A. Slud
CRD#: 2581257
12505 Park Potomac Avenue, Suite 400, Potomac, MD 20854
96
Wealthminder
score

Michael Slud (CRD# 2581257) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Potomac, MD and has over 21 years of experience in the finance industry. Michael Slud has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Sheila D. Stinson
CRD#: 4363752
12505 Park Potomac Avenue, Suite 400, Potomac, MD 20854
96
Wealthminder
score

Sheila Stinson (CRD# 4363752) 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. Sheila Stinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Charles M. Winn
CRD#: 2665123
2000 Avenue Of The Stars, Suite 550-n, Los Angeles, CA 90067
96
Wealthminder
score

Charles Winn (CRD# 2665123) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Los Angeles, CA and has over 21 years of experience in the finance industry.

6
William D. Bancroft
CRD#: 4578392
12505 Park Potomac Avenue, Suite 400, Potomac, MD 20854
93
Wealthminder
score

William Bancroft (CRD# 4578392) 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.

7
Michael N. Cafarchia
CRD#: 5690701
2000 Avenue Of The Stars, Suite 550-n, Los Angeles, CA 90067
93
Wealthminder
score

Michael Cafarchia (CRD# 5690701) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Los Angeles, CA and has over 5 years of experience in the finance industry.

8
Patrick E. Callaghan
CRD#: 5559777
12505 Park Potomac Avenue, Suite 400, Potomac, MD 20854
93
Wealthminder
score

Patrick Callaghan (CRD# 5559777) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Potomac, MD and has over 8 years of experience in the finance industry.

9
John G. Decker
CRD#: 4704900
12505 Park Potomac Avenue, Suite 400, Potomac, MD 20854
93
Wealthminder
score

John Decker (CRD# 4704900) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Potomac, MD and has over 12 years of experience in the finance industry.

10
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 13 years of experience in the finance industry.

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