Javier Alberto Loreto

Employer firm

Divergent Capital Asset Management LLC CRD 324549

$50.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 02/2021
  Harbor-Ithaka Wm
  Miami, FL
• 02/2021 → 03/2021
  Unemployed
  Miami, FL
• 03/2021 → Present
  Sancus Wealth Management Llc
  Miami, FL
• 09/2019 → 01/2022
  Jlo Services Llc
  Miami, FL
• 08/2021 → Present
  Sankus Wealth Solutions
  Miami, FL
• 10/2024 → Present
  Divergent Capital Asset Management Llc
  Doral, FL

Previous Registrations

• 2021-06-29 → 2025-03-05
  Sancus Wealth Management Llc
  Miami, FL
• 2015-05-22 → 2021-07-27
  Harbor Ithaka
  New York, NY
  Aventura, FL
  Aventura, FL
• 2015-01-21 → 2015-02-13
  Harbor Ithaka
  Aventura, FL
• 2012-01-06 → 2014-10-02
  Bolton Securities Corporation
  Miami, FL
  Bolton, MA

Other Businesses

Sankus Wealth Solutions 2000 South Dixie highway, Suite 110, Miami, FL, 33133; Holding Company; Managing Member;; 2 hours per month outside of trading hours; Holding company does not engage in active business. Javier A Loreto is a licensed insurance agent with Sankus Life Solutions LLC. From time to time, he will offer clients advice or products from those activities. Sankus Wealth Management LLC 2000 South Dixie highway, Suite 110, Miami, FL, 33133; RIA Dually registered; Indirect Owner;; 2 hours per month during of trading hours; 8 hours per month outside of trading hours. No direct client related duties, general ownership duties.

Exams

• S66 Uniform Combined State Law Examination
  2011-10-04