| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Markland Donnelly | Co-Owner | 5-10% | 2022 |
| Colligo Group LLC Control | Shareholder | Over 75% | 2021 |
| Kirby Adam Demoss Control | Cco | Under 5% | 2022 |
Divvi Wealth Management LLC reports $111.2 million in regulatory assets under management on its Form ADV.
Divvi Wealth Management LLC reports 4 employees.
Divvi Wealth Management LLC is based in Kansas City, MO and has been SEC-registered since 2025.
Divvi Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 220 W 18th Street, Suite 202, Kansas City, MO 64108 |
| Phone | 8162378137 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $99.4M |
| Non-discretionary | $11.8M |
| Total (RAUM) | $111.2M |