Investment adviser · CRD 285688
DIVERGENT PLANNING
Investment adviser filing (IA)
DIVERGENT PLANNING, LLC
BETHESDA, MD, United States · Form ADV filed Jan 10, 2026
- Regulatory AUM
- $423M Form ADV · Item 5.F
- Client accounts
- 960 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 200 | $402,500,949 | 95.1% |
| Individuals | 68 | $20,553,494 | 4.9% |
Filing source
Form ADV 2038609 · Jan 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
6701 DEMOCRACY BLVD., SUITE 300BETHESDA, MD, 20817, United States
CRD 285688
Filing source
Form ADV 2038609 · Jan 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.