Divvi Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Divvi Wealth Management reports 197 clients. They include 155 individual clients and 42 high-net-worth individuals. Of its assets, 90.1% ($115M across 661 accounts) are managed with discretion; $12.6M across 64 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 36% |
| High-net-worth individuals | 21% | 64% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 155 | $45.3M | 35.5% | $292K |
| High-net-worth individuals | 42 | $82.2M | 64.5% | $1.96M |
| Total | 197 | $127M | 100% | $647K |
- Clients
- 155
- Regulatory AUM
- $45.3M
- AUM share
- 35.5%
- Avg. per client
- $292K
- Clients
- 42
- Regulatory AUM
- $82.2M
- AUM share
- 64.5%
- Avg. per client
- $1.96M
Total
- Clients
- 197
- Regulatory AUM
- $127M
- AUM share
- 100%
- Avg. per client
- $647K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Divvi Wealth Management is paid through a percentage of assets under management, hourly charges and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA plan services
- Annual fee not to exceed 1% of included plan assets, negotiable, charged quarterly or monthly in arrears or advance.
- Financial planning
- Hourly fee of $250 per hour with a minimum of four hours or $1,000, billed 50% in advance.
Kirby Demoss owns 25% to 50% of Divvi Wealth Management. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- Owns 25% to 50% of Divvi Wealth Management LLC
Kirby Demoss
Control person · since March 2026
- Owns 25% to 50% of Divvi Wealth Management LLC
Matthew Waldman
Control person · since March 2026
- Owns 25% to 50% of Divvi Wealth Management LLC
Eric Blattner
Control person · since March 2026
- Owns 5% to 10% of Divvi Wealth Management LLC
Anthony Donnelly
since March 2026
Besides its headquarters, Divvi Wealth Management has 1 office, with 2 listed addresses in 1 state.
Missouri · 2 listed addresses
- 220 W 18th Street, Suite 202, Kansas CityHQ
- 1520 Clay Street, North Kansas City
Contact and registration details
- Legal name
- Divvi Wealth Management LLC
- Headquarters
- 220 W 18th Street, Suite 202, Kansas City, MO 64108
- Website
- divviwealth.com
- Phone
- 816-237-8137
- @divvi-wealth-management
- SEC file
- 801-134413
- Structure
- Missouri LLC
- Fiscal year end
- December
Divvi Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($107M). Divvi Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $107M100%
At year end, Divvi Wealth Management’s separately managed accounts were mostly in funds (69%) and stocks (21%).
What the accounts hold
- Stocks21%
- Funds69%
- Bonds4%
- U.S. government and agency bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash5%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Divvi Wealth Management have?
Divvi Wealth Management has 197 clients and manages $127 million for them, as of March 2026. They include 155 individual clients and 42 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Divvi Wealth Management offer?
Divvi Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Divvi Wealth Management use?
Divvi Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $107M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does Divvi Wealth Management have?
Divvi Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Divvi Wealth Management invest in?
At the end of its last fiscal year, Divvi Wealth Management’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 5% cash and equivalents, 2% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Divvi Wealth Management?
Divvi Wealth Management’s direct owners are Kirby Demoss, Anthony Donnelly, Matthew Waldman and Eric Blattner, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Divvi Wealth Management get paid?
Divvi Wealth Management is paid through a percentage of assets under management, hourly charges and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Divvi Wealth Management?
Divvi Wealth Management’s main office is at 220 W 18th Street, Suite 202, Kansas City, MO 64108. Its phone number is 816-237-8137. Its website is divviwealth.com.