CONVERGENCE WEALTH PARTNERS LLC

Overview

Convergence Wealth Partners LLC is an independent, owner-run registered investment adviser that focuses on serving individual and family clients, with additional capacity to manage portfolios for small businesses. The firm operates as a capital allocator: it builds and oversees client portfolios while selecting and overseeing other advisers and managers when appropriate. Its advisory work centers on financial planning, discretionary portfolio management and adviser selection, delivered through a mix of fee models that include a percentage of assets under management, hourly charges and fixed fees. Investment preference leans to equities, with a clear tilt toward exchange-traded instruments. The firm is not positioned as an ESG-focused manager and does not report multi-state adviser status or pension consulting as a core offering. Convergence uses its adviser role to coordinate investment solutions — combining in-house portfolio management with access to third-party managers and industry partners such as accountants and insurance companies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices