Divergence Wealth Management LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Portsmouth, New Hampshire
CRD number
341903
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Divergence Wealth Management LLC is organized as a limited liability company owned by an individual adviser. The firm focuses on financial planning and portfolio management services directed at individuals and small-business clients. Its fee arrangements are non-assets-under-management in nature, using hourly and fixed-fee billing rather than percentage-based investment advisory fees. FINTRX flags the firm as not acting as a capital allocator and not positioned as an ESG investor, multi-state adviser, or pension consultant.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Christian Habershaw

    Christian Habershaw

    Founder and Wealth AdvisorCRD 8247406

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Portsmouth, NH

Rockingham

Location

Portsmouth, NH

Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Rockingham
Address
36 Maplewood Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth