$17.2M Total AUM
$17.2M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-11-2025
- Office Locations
- 1
Office Locations
5800 Airport Road Redding CA
About Convergence Wealth Partners LLC
Convergence Wealth Partners LLC is a Redding-based RIA. The firm has been operating for 1 years. Managing $17.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
31 AVG AGE
$17.2M AVG AUM / ADVISOR
$286.1K AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JOHN JEFFREY GARDNER
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #1806518
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,166,047 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,166,047 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
Continue browsing