Be advised. This firm is no longer registered.

Convergent Wealth Management, LLC

Convergent Wealth Management, LLC (CRD# 153714) is a financial advisory firm headquartered in Chesterfield, MO. They manage $116,289,000 in 237 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
16150 Main Circle Drive, Suite 115, Chesterfield, MO 63017
https://www.convergentwm.com
By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $490,671
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MO, TX

Financial Advisors at Convergent Wealth Management, 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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