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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$0Item 5.F on the latest filing (2023-02-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

0

Employees

9

Advisory employees

7

Offices

1Schedule D 1.F, beyond the principal office

Accounts

0

Individual clients

0

High net worth clients

0

SEC number

801-127413

CRD

325111

Filings on the tape

2

First filed

Feb 1, 2023

Latest filed

Feb 10, 2023

Organised

Limited Liability Company, Washington

• Occurred

  Feb 1, 2023
  First Form ADV filing

  Konvergent Wealth Partners filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d9907b3e-c757-b615-c055-aeb19be67100

First observed

Feb 1, 2023

Last observed

Feb 10, 2023 43 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.