Divvi Wealth Management

Divvi Wealth Management (CRD# 318241) is a financial advisory firm headquartered in North Kansas City, MO. They manage $64,851,651 in 473 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1520 Clay Street, Suite D5, North Kansas City, MO 64116
https://www.divviwealth.com
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    473
    ACCOUNTS
  • Average Account Value
    $137,107
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, KS, MO, TX

Financial Advisors at Divvi Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Eric Blattner, financial advisor North Kansas City MO
Eric S. Blattner
CRD#: 4814572
1520 Clay Street, Suite D5, North Kansas City, MO 64116

Eric Blattner (CRD# 4814572) is an Investment Advisor Representative working at Divvi Wealth Management in North Kansas City, MO and has over 19 years of experience in the finance industry.

2
Kirby Demoss, financial advisor North Kansas City MO
Kirby A. Demoss
CRD#: 4351867
1520 Clay Street, Suite D5, North Kansas City, MO 64116

Kirby Demoss (CRD# 4351867) is an Investment Advisor Representative working at Divvi Wealth Management in North Kansas City, MO and has over 22 years of experience in the finance industry.

3
Matthew Waldman, financial advisor Kansas City MO
Matthew P. Waldman
CRD#: 4095426
Kansas City, MO

Matthew Waldman (CRD# 4095426) is an Investment Advisor Representative working at Divvi Wealth Management in Kansas City, MO and has over 23 years of experience in the finance industry.

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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