CONVERGENT WEALTH ADVISORS, LLC

CALIFORNIA, California·8 registered advisors·CRD# 143719
SEC# 802-1147760(310) 888-6460
01

Firm Overview

AUM
$20M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
8
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

8 registered advisors
Darren David Walker
CALIFORNIA, California
David Bruce Elliott
CALIFORNIA, California
David Robert Zier
POTOMAC, Maryland
Douglas Lawrence Wolford
POTOMAC, Maryland
Gregory Paul Francoeur
CALIFORNIA, California
Julianne Marie Fries
CALIFORNIA, California
Michael Joseph Pagano
CALIFORNIA, California
William Jay Freeman
CALIFORNIA, California
05

Office Locations

CALIFORNIA, California
6 advisors
POTOMAC, Maryland
2 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.