Divergence Wealth Management LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Portsmouth, New Hampshire
CRD number
341903
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Divergence Wealth Management LLC is an individually owned limited liability company that provides financial planning and portfolio management services targeted at individuals and small-business clients. The firm bills on hourly and fixed-fee bases rather than by percentage of assets, indicating a consultative, project-oriented fee model. It is registered in New Hampshire and Rhode Island and is organized to serve private clients rather than institutional mandates. The firm is not identified as an ESG-focused investor, nor is it listed as a pension consultant or a related adviser to another firm.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Christian Habershaw

    Christian Habershaw

    Founder and Wealth AdvisorCRD 8247406

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

Portsmouth, NH

Rockingham

Location

Portsmouth, NH

Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Rockingham
Address
36 Maplewood Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth