{"url":"https://nivawealth.com/firms/divvi-wealth-management-318241","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/318241","regulatoryAum":127446693,"crd":"318241","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4814572","suffix":null,"lastName":"BLATTNER","firstName":"ERIC","middleName":"STUART"},{"crd":"4351867","suffix":null,"lastName":"DEMOSS","firstName":"KIRBY","middleName":"ADAM"},{"crd":"4546330","suffix":null,"lastName":"Donnelly","firstName":"Anthony","middleName":"Markland"},{"crd":"4095426","suffix":null,"lastName":"WALDMAN","firstName":"MATTHEW","middleName":"PHILLIP"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134413","legalName":"Divvi Wealth Management LLC","displayName":"Divvi Wealth 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planning","summary":"Hourly fee of $250 per hour with a minimum of four hours or $1,000, billed 50% in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021491","versionId":1021491,"submittedOn":"2026-03-19","documentName":"FORM ADV PART 2A & 2B"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T17:09:26.861096+00:00","documents":[{"name":"FORM ADV PART 2A & 2B","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021491","versionId":1021491,"submittedOn":"2026-03-19"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":107076205}],"custodyNote":"Divvi Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Eric Blattner","title":"Co-Owner","crd":"4814572"},{"name":"Kirby Demoss","title":"CCO, Co-Owner","crd":"4351867"},{"name":"Anthony Donnelly","title":"Co-Owner","crd":"4546330"},{"name":"Matthew Waldman","title":"Co-Owner","crd":"4095426"}],"ownership":[{"label":"Kirby Demoss","detail":"Cco, co-owner in the 25% to 50% ownership band and a control person, since March 2026."},{"label":"Anthony Donnelly","detail":"Co-owner in the 5% to 10% ownership band, since March 2026."},{"label":"Matthew Waldman","detail":"Co-owner in the 25% to 50% ownership band and a control person, since March 2026."},{"label":"Eric Blattner","detail":"Co-owner in the 25% to 50% ownership band and a control person, since March 2026."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Missouri","offices":2,"addresses":[{"street":"220 W 18th Street, Suite 202","city":"Kansas City","headquarters":true},{"street":"1520 Clay Street","city":"North Kansas City"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"816-237-8137","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":21},{"label":"U.S. government/agency bonds","percent":2},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":69},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"19 March 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Divvi Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Divvi Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Divvi Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Divvi Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Divvi Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Divvi Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Divvi Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}