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Adviser Profile

As of Date 07/18/2025
Adviser Type
Number of Employees
of those in investment advisory functions
Registration California, ERA - Active, 02/15/2024
Other registrations (4)
Former registrations

CONVERGENT WEALTH ADVISORS, LLC

AUM* 0
of that, discretionary
Private Fund GAV* 5,255,276 22.38%
SMA’s No
Private Funds 2
Contact Info (31 xxxxxxx

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$5,255,276