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Divergent Planning, LLC

CRD 285688SEC# 801-112962Bethesda, MD
Export (members)
No longer SEC-registered. Divergent Planning, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$423.1M
Employees
8
Accounts
960
Location
Bethesda, MD

Divergent Planning, LLC assets under management

Divergent Planning, LLC is an SEC-registered investment adviser based in Bethesda, MD. It reports $423.1 million in regulatory assets under management and employs 8 people.
View on SEC.gov ↗

Divergent Planning, LLC owners & executives

2 reported
NameTitleOwnershipSince
Ara Patrick Abrahamian ControlManaging Member50-75%2017
Matthew Barnes Brock ControlManaging Member & Chief Compliance Officer50-75%2017

Frequently asked questions

How much does Divergent Planning, LLC manage?

Divergent Planning, LLC reports $423.1 million in regulatory assets under management on its Form ADV.

How many employees does Divergent Planning, LLC have?

Divergent Planning, LLC reports 8 employees.

Where is Divergent Planning, LLC located?

Divergent Planning, LLC is based in Bethesda, MD.

Does Divergent Planning, LLC disclose fund performance?

Divergent Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6701 Democracy Blvd., Suite 300, Bethesda, MD 20817
Office hoursBy Appointment
Discloses disciplinary historyNo

Assets under management

Discretionary$423.1M
Non-discretionary$0
Total (RAUM)$423.1M