Convergence Wealth Partners LLC

Overview

Convergence Wealth Partners LLC is an independent, California-based limited liability company that provides wealth management and financial planning for individuals and families. The firm operates as a capital allocator and offers portfolio management for individuals and small businesses, financial planning services, and the selection of other advisers for clients who need access to external managers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm reports a preference for equity investments and does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices