SourcingSourcing

DIVVI WEALTH MANAGEMENT LLC

B51
CRD 318241·SEC 801-134413·KANSAS CITY, MO
AUM
$127.4M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$382K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DIVVI WEALTH MANAGEMENT LLC
CRD
318241
SEC file #
801-134413
EIN
300124326
DBA names
Divvi Wealth Management

Economics

AUM
$127.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$111.2M → $127.4M▲ +15%
Client mix
Individuals Other155
Individuals High Net Worth42

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
KANSAS CITY MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesOther Compensation

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
instagram.com/divviwealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLATTNER, ERIC, STUART
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
BLATTNER, ERIC, STUART
DEMOSS, KIRBY, ADAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:divvi.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001802647
Edgar Registered
Yes
Edgar Filing Count
27
Edgar First Filing Date
2020-02-14
Edgar Last Filing Date
2025-05-15
Edgar 13f Count
26
Edgar 13f Latest AUM Estimate
Filing Date2025-05-15
Accession0001580642-25-003122

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
17605 WRIGHT STREETOMAHA, NE 68130
Business
17605 WRIGHT STREETOMAHA, NE 68130
Edgar EIN
300124326
Edgar Recent Filings
13F-HR/A2025-05-15 · 0001580642-25-003122
13F-HR2025-05-14 · 0001580642-25-003111
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4814572
Trust Company Affiliate
No

People (4)

4
DEMOSS, KIRBY, ADAM
IAR · Direct Owner · 37.5%
4351867
WALDMAN, MATTHEW, PHILLIP
IAR · Direct Owner · 37.5%
4095426
BLATTNER, ERIC, STUART
IAR · Direct Owner · 37.5%
4814572
Donnelly, Anthony, Markland
IAR · Direct Owner · 7.5%
4546330