CONVERGENT WEALTH ADVISORS, LLC

CALIFORNIA, California·3 registered advisors·CRD# 143719
SEC# 802-1147760(310) 888-6460
01

Firm Overview

AUM
$20M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Other: LIQUIDATING FUNDS, NO FEES ARE BEING COLLECTED
03

Specialties

Retirement Planning
04

Advisors at CONVERGENT WEALTH ADVISORS, LLC

3 registered advisors
David Bruce Elliott
CALIFORNIA, California
Julianne Marie Fries
CALIFORNIA, California
Michael Joseph Pagano
CALIFORNIA, California
05

Office Locations

CALIFORNIA, California
3 advisors

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Data sourced from SEC Form ADV filings. CONVERGENT WEALTH ADVISORS, LLC (CRD# 143719) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.