DIVERGENT WEALTH ADVISORS, LLC

Overview

Divergent Wealth Advisors, LLC operates as a compact wealth adviser and private fund sponsor with a clear tilt toward ETF-driven public markets exposure while maintaining active access to private and alternative vehicles. The firm manages a concentrated set of equity ETFs as core holdings — led by the iShares Core S&P 500 ETF — which points to a core-satellite approach where broad, low-cost index exposure forms the portfolio spine. At the same time, the adviser maintains capabilities across private market strategies and pooled vehicles, suggesting it places client capital into external third-party alternative managers and sponsors its own private equity funds. The firm is not an active ESG investor and is registered as a single-state adviser. A broad set of industry affiliations — including broker-dealer relationships, other investment adviser roles, commodity/futures capacity, banking or insurance connections, pension consulting and sponsor/GP responsibilities for pooled investment vehicles — signals a multi-faceted operating model that can support both advisory mandates and private placement or fund-sponsor activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices