Key facts
- DIVERGENT PLANNING is a other based in BETHESDA, MD.
- DIVERGENT PLANNING reports $771K in regulatory assets under management, per its SEC Form ADV (2026-01).
Registered with the SEC
Form ADV · 2026-01 · CRD 285688- Regulatory AUM
- $771K
- Private fund assets
- —
- Private funds
- —
- Staff
- 8
- Registered office
- BETHESDA, MD
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as DIVERGENT PLANNING, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for DIVERGENT PLANNING are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is DIVERGENT PLANNING's AUM?
- DIVERGENT PLANNING manages approximately $771K in assets.