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Divvi Wealth Management

Divvi Wealth Management. CRD 318241

Divvi Wealth Management logo

CRD: 318241

Divvi Wealth Management

Kansas City, MO, 64108
8162378137
www.divviwealth.com
$127.4M Total AUM
$114.9M Disc. AUM
-- 3Y CAGR
4 Employees
199 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail
Platforms
InsightRadial
Established Date
02-22-2022
Office Locations
2

Office Locations

220 W 18th Street Suite 202 Kansas City MO
-- Kansas City MO

About Divvi Wealth Management

Divvi Wealth Management is a Kansas City-based RIA serving business owners, high-income professionals, and retirees with integrated financial planning and investment management. Planning starts with taxes, investments, and retirement, adds scenario analysis and a personalized Investment Policy Statement, and coordinates with clients’ CPAs/attorneys as needed. Team-led firm with four partners (20+ years each; CFA/CFP/EA) and biannual reviews; custody via Schwab and Altruist.

Team overview

45 AVG AGE
$31.9M AVG AUM / ADVISOR
$640.4K AVG AUM / CLIENT
4.2 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Horizon Optima Peak

Client Personas

Legacy Insight Focus

Custodian

Alpha catalyst Alpha Foundation beacon Peak Vector peak Bridge Foundation foundation Crest Catalyst crest

Investment Themes

Summit element Ridge Eagle meridian Fusion fusion

Investment Vehicles

Fusion

Platform

Fusion fusion Vertex

Services

Wave element Ember insight Vital insight Radial matrix Momentum Pathway Eagle Meridian momentum Element matrix North Vital signal

Technology

Summit Ember

Owner & Executives

ERIC STUART BLATTNER

ERIC STUART BLATTNER

Co-Owner, Partner

CRD
#4814572
Ownership
25% but less than 50%
(567) 847-8764
element.vital@wavecapital.com
in linkedin.com/in/meridian-zenith
KIRBY ADAM DEMOSS

KIRBY ADAM DEMOSS

Chief Compliance Officer, Co-Owner

CRD
#4351867
Ownership
25% but less than 50%
(799) 226-8630
alpha.legacy@glaciercapital.com
in linkedin.com/in/radial-meridian
R

Radial bridge

Delta north

CRD
#51594
Ownership
44.5%
(565) 295-9976
quantum.glacier@harborcapital.com
in linkedin.com/in/delta-vital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-26-2025
03-19-2026
Category Assets AVG. Account size
Discretionary $114,853,405 $173,757
Non-Discretionary $12,593,288 $196,770
Total $127,446,693 $175,789

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Separately Managed Accounts

Total SMA Asset: $127,446,693

$127.4M Total SMA
Public Funds:
21.6%
Equity - Exchange:
26.6%
Cash:
6.7%
U.S. Government/Agency:
9.1%
Corporate - Investment Grade:
25.9%
Municipal Bonds:
10.1%
Asset class Assets Assets %
Public Funds $712,365,235 21.6%
Equity - Exchange $877,264,595 26.6%
Cash $220,965,142 6.7%
U.S. Government/Agency $300,116,835 9.1%
Corporate - Investment Grade $854,178,684 25.9%
Municipal Bonds $333,096,707 10.1%
Total $3,297,987,198 100.0%

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