Divvi Wealth Management: new SEC registration, $127M AUM, Kansas City, MO
Divvi Wealth Management (Kansas City, Missouri): new SEC registration, $127M AUM, Kansas City, MO. Its amount of 127 is below the median of 134 (46th percentile). Dated 401 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 127 · 46th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 14 related MO NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Divvi Wealth Management |
| Legal name | Divvi Wealth Management LLC |
| CRD | 318241 |
| Status | Approved |
| Registered with the SEC | 2025-09-29 |
| Latest Form ADV filing | 2026-03-19 |
| Location | Kansas City, MO, United States |
| Regulatory AUM | $127,446,693 |
| Accounts | 725 |
| Employees | 4 |
| Website | https://www.instagram.com/divviwealth/ |
| amount percentile | 46th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (15 MO records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-09-29
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MO first): Tbg-Bedford Group LLC · Ninth Avenue Capital, LP · Cultivation Capital, LLC · Moelis Asset Catalyst Partners · Commercial Trust Financial Services · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Divvi Wealth Management and 15 Missouri peers
- Missouri NewRiaPulse records like this one: 15
- Divvi Wealth Management's amount: 46th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Missouri peer: $3,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $127M under management.
- Website on file.
What is the NewRiaPulse record for Divvi Wealth Management in Kansas City, Missouri?
Divvi Wealth Management received SEC registration as an investment adviser (2025-09-29) with $127,446,693 in regulatory assets under management, based in Kansas City, MO.
How does Divvi Wealth Management compare to other Missouri NewRiaPulse records?
Its amount of 127 is below the median (46th percentile); smaller records often move faster and face less competition. It is 401 days old; check the official source for later updates before acting.
Divvi Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Divvi Wealth Management | Kansas City, MO | 127 | 46th | 2025-09-29 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Missouri NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.