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RIA / WealthAdvisor25 years in industry

RYAN R WELLS

Advisor at DIVERGENT CAPITAL ASSET MANAGEMENT LLC

Denver, CO | PALM BEACH GARDENS, FL

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Search this name across graphsid dfx:ria:288fcf79-46bb-1cd6-0e6e-9c7699d611de

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Sep 6, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DIVERGENT CAPITAL ASSET MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 6, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Mar 6, 2001
First registration: Sep 6, 2001
Dual registered: no
IAPD individual key: 3238125

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DIVERGENT CAPITAL ASSET MANAGEMENT LLC	State registered	Feb 24, 2025	n/a	yes	PALM BEACH GARDENS, FL\|Denver, CO	Current employment
INTEGRATED WEALTH CONCEPTS LLC	Independent wealth	May 10, 2023	Jan 25, 2024	no	ENGLEWOOD, CO	Previous registration
PRISM FINANCIAL STRATEGIES, LLC	Former SEC adviser	Mar 13, 2020	Dec 14, 2023	no	ENGLEWOOD, CO	Previous registration
ADVISORY CONSULTING GROUP LLC	Former SEC adviser	Jan 31, 2018	Feb 7, 2018	no	DENVER, CO\|ALAMEDA, CA	Previous registration
STRATEGIES CAPITAL MANAGEMENT	Former SEC adviser	Jan 30, 2018	Jul 6, 2020	no	DENVER, CO	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Oct 20, 2014	Dec 26, 2017	no	SAN FRANCISCO, CA	Previous registration
CROSSPOINT CAPITAL MANAGEMENT	Former SEC adviser	May 5, 2014	Oct 20, 2014	no	ORINDA, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 6, 2002	Apr 1, 2014	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Previous registration
ROBERTSON STEPHENS, INC.	n/a	Sep 6, 2001	Jul 30, 2002	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTEGRATED WEALTH CONCEPTS LLC	DIVERGENT CAPITAL ASSET MANAGEMENT LLC	Jan 25, 2024	Feb 24, 2025	396	Firm change	RIA to state RIA
PRISM FINANCIAL STRATEGIES, LLC	INTEGRATED WEALTH CONCEPTS LLC	Dec 14, 2023	May 10, 2023	-218	Firm change after gap	RIA to RIA
STRATEGIES CAPITAL MANAGEMENT	ADVISORY CONSULTING GROUP LLC	Jul 6, 2020	Jan 31, 2018	-887	Firm change after gap	Other
ADVISORY CONSULTING GROUP LLC	PRISM FINANCIAL STRATEGIES, LLC	Feb 7, 2018	Mar 13, 2020	765	Firm change after gap	Other
RBC CAPITAL MARKETS, LLC	STRATEGIES CAPITAL MANAGEMENT	Dec 26, 2017	Jan 30, 2018	35	Firm change	Other
CROSSPOINT CAPITAL MANAGEMENT	RBC CAPITAL MARKETS, LLC	Oct 20, 2014	Oct 20, 2014	0	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CROSSPOINT CAPITAL MANAGEMENT	Apr 1, 2014	May 5, 2014	34	Firm change	Other
ROBERTSON STEPHENS, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 30, 2002	Aug 6, 2002	7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
114035:142666:CO:2020-07-06	Jul 6, 2020	Jan 31, 2018	DENVER, CO	Firm change after gap

Relationships

Registered with (9)

→ DIVERGENT CAPITAL ASSET MANAGEMENT LLCRegistered adviserregistration: current employment
Feb 24, 2025 to presentfactForm ADV
→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: previous registration
May 10, 2023 to Jan 25, 2024factForm ADV
→ PRISM FINANCIAL STRATEGIES, LLCRegistered adviserregistration: previous registration
Mar 13, 2020 to Dec 14, 2023factForm ADV
→ STRATEGIES CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jan 30, 2018 to Jul 6, 2020factForm ADV
→ ADVISORY CONSULTING GROUP LLCRegistered adviserregistration: previous registration
Jan 31, 2018 to Feb 7, 2018factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Oct 20, 2014 to Dec 26, 2017factForm ADV
→ CROSSPOINT CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
May 5, 2014 to Oct 20, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 6, 2002 to Apr 1, 2014factForm ADV
→ ROBERTSON STEPHENS, INC.Registered adviserregistration: previous registration
Sep 6, 2001 to Jul 30, 2002factForm ADV

Dated events

Occurred
Jan 25, 2024
Advisor changed firm
Ryan R Wells left Integrated Wealth Concepts Llc for Divergent Capital Asset Management Llc (registered 2025-02-24)
Form ADVobserved 4 days ago
Occurred
Dec 14, 2023
Advisor changed firm
Ryan R Wells left Prism Financial Strategies, Llc for Integrated Wealth Concepts Llc (registered 2023-05-10)
Form ADVobserved 4 days ago