DIVVI WEALTH MANAGEMENT

Legal name: DIVVI WEALTH MANAGEMENT LLC

CRD 318241File 801-134413

APPROVED

Retail clients

Filing as of Mar 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$127.4M

Bottom 25% of cohort (national)

Discretionary AUM

$114.9M

Non-discretionary $12.6M

Clients

197

725 accounts

Employees

Bottom 25% of cohort in MO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Sep 29, 2025
Principal office: 220 W 18TH STREET, SUITE 202, KANSAS CITY, MO, 64108
Phone: 8162378137
Website: https://www.instagram.com/divviwealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $127.4M
Discretionary AUM: $114.9M
Non-discretionary AUM: $12.6M
Discretionary accounts: 661
Non-discretionary accounts: 64
Total accounts: 725
AUM per client: $647K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	42	$82.2M
Individuals (other than high net worth individuals)	155	$45.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Hourly charges
Other (described) — SELECTION OF OTHER ADVISORS FEES
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.