DIVVI WEALTH MANAGEMENT

Overview

Divvi Wealth Management is an independent, owner-operated registered investment advisor that focuses on serving individuals and families. The firm provides both financial planning and portfolio management for individual and small business clients, and it also runs educational seminars and assists clients with selecting other advisers. As a declared capital allocator, Divvi combines internally managed discretionary portfolios with allocations to outside managers and pooled vehicles—its ADV indicates roles as a sponsor, general partner, and managing member for pooled investment vehicles, which suggests the firm structures or participates in private offerings alongside using third-party fund managers. Investment posture leans toward broadly diversified, manager-driven solutions rather than concentrated single-stock positions. The firm is not positioned as an ESG-focused investor. Fee arrangements include percentage-of-AUM billing alongside hourly and other fee types, giving flexibility for advisory and planning engagements. Divvi also lists pension consulting services among its advisory activities, though the bulk of its client base and activity is individual and family-focused.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices