Convergence Wealth Partners LLC

RIAState Registered
Total AUM
$17.2M
Discretionary
$17.2M
100% of AUM
Avg account
$144K
Accounts
119
Employees
1
Advisory reps
1

Firm details

Headquarters
Redding, California
CRD number
329438
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals54.13%
  • HNWI45.87%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Convergence Wealth Partners LLC is an independent, California-based limited liability company that provides wealth management and financial planning for individuals and families. The firm operates as a capital allocator and offers portfolio management for individuals and small businesses, financial planning services, and the selection of other advisers for clients who need access to external managers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm reports a preference for equity investments and does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Public Funds/Mutual Funds 27%, Cash & Cash Equivalents 13%, Private Funds 1%59%
  • Exchange Traded Equities59%
  • Public Funds/Mutual Funds27%
  • Cash & Cash Equivalents13%
  • Private Funds1%

Owners & executives

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Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Redding, CA

Shasta

Location

Redding, CA

Headquartered in Redding, CA, anchoring the Redding-Red Bluff, CA metro in the West.

Metro area
Redding-Red Bluff, CA
Region
West
County
Shasta
Address
5800 Airport Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth