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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-27-2006
- Office Locations
- 1
Office Locations
About Divine Asset Management LLC
Divine Asset Management is an independent, commission-free fiduciary providing values-aligned wealth management and financial planning for individuals, families, and business owners, plus strategic guidance for founders and leaders navigating growth, succession, or transitions. Portfolios are built to be intentional and resilient with a sustainability/impact lens, often using ETFs and funds, and are custodied at Interactive Brokers. Founded by Danielle Hughes, a former Wall Street investment bank founder and frequent financial media contributor.
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Investment Themes
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Owner & Executives
DANIELLE FRANCES HUGHES
Chief Compliance Officer, DIRECTOR
- CRD
- #2189447
- Ownership
- 75% or more
LORI LIVINGSTON
Executive Director
- CRD
- --
- Ownership
- 5% but less than 10%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,620,409 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,620,409 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,620,409
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $677,470,885 | 12.5% |
| Equity - Exchange | $2,021,573,122 | 37.3% |
| Cash | $1,273,645,265 | 23.5% |
| Public Funds | $1,447,077,811 | 26.7% |
| Total | $5,419,767,083 | 100.0% |