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Divvi Wealth Management CRD 318241
$127M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
220 W 18Th Street Suite 202, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-03 |
| KS | RA | APPROVED | 2022-06-01 |
| MO | RA | APPROVED | 2022-02-22 |
Branch Locations
220 W 18Th Street Suite 202, Kansas City, MO 64108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Shawnee Mission | KS | 01/2006 | 04/2021 |
| Ivy Distributors, Inc. | Shawnee Mission | KS | 03/2007 | 10/2016 |
| Ivy Distributors, Inc. | Shawnee Mission | KS | 10/2016 | 04/2018 |
| Ivy Distributors, Inc. | Shawnee Mission | KS | 04/2018 | 07/2021 |
| Divvi Wealth Management Llc | North Kansas City | MO | 01/2022 | Present |
| Colligo Group Llc | Lee's Summit | MO | 10/2021 | 03/2026 |
1) HOLMES DEVELOPMENT, LLC; INVESTMENT RELATED; 1531 HOLMES STREET KANSAS CITY MO 64108 UNITED STATES; GENERAL PARTNER; 2025-09-16; HOURS PER MONTH DURING TRADING HOURS: 0;HOURS PER MONTH OUTSIDE TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-16 |
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