Convergent Wealth Management, LLC

Convergent Wealth Management, LLC (CRD# 153714) is a financial advisory firm headquartered in Chesterfield, MO. They manage $37,000,000 in 208 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $177,885
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
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.

IL, MO

Financial Advisors at Convergent Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John P. Stobbs
CRD#: 1655891
16150 Main Circle Drive, Suite 115, Chesterfield, MO 63017
93
Wealthminder
score

John Stobbs (CRD# 1655891) is an Investment Advisor Representative working at Convergent Wealth Management, LLC in Chesterfield, MO and has over 12 years of experience in the finance industry.

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