Divergent Wealth Advisors, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Annual snapshots from Form ADV filings · as of Jan 26, 2026
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $25.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Foothills At Francis Gate Fund I, Lp | Real Estate Fund | Delaware | $21.8M | 22 |
| Divergent Capital Fund 2, Lp | Private Equity Fund | Delaware | $2.8M | 40 |
| Divergent Capital Fund 3, Lp | Private Equity Fund | Delaware | $594K | 19 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Schneider, Brett, Ronald | Director | Jan 2009 (18y) | Less than 5% | |
| O'malley, Edward, George | Director | Feb 2015 (12y) | Less than 5% | |
| Moo, Veronica, Ei Chun | Director | Jul 2017 (9y) | Less than 5% | |
| Randy Wayne Taylor | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nfp Corporate Services | Member | Aug 2023 | A | 75% or more |
| Nfp Intermediate Holdings B. Corp. | Owner | Jul 2013 | B | ≈ 56.25% – 100% via Nfp Corporate Services |
| Randolph Acquisition Corp. | Owner | Apr 2024 | B | ≈ 42.19% – 100% via Nfp Intermediate Holdings B. Corp. |
| Randolph Finance Unlimited Company | Owner | Apr 2024 | B | ≈ 31.64% – 100% via Randolph Acquisition Corp. |
| Aon, Plc | Owner | Jun 2014 | B | ≈ 23.73% – 100% via Randolph Finance Unlimited Company |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Nfp Intermediate Holdings B. Corp.: 75% – 100% of Nfp Corporate Services × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Randolph Acquisition Corp.: 75% – 100% of Nfp Intermediate Holdings B. Corp. × 75% – 100% of Nfp Corporate Services × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Randolph Finance Unlimited Company: 75% – 100% of Randolph Acquisition Corp. × 75% – 100% of Nfp Intermediate Holdings B. Corp. × 75% – 100% of Nfp Corporate Services × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Aon, Plc: 75% – 100% of Randolph Finance Unlimited Company × 75% – 100% of Randolph Acquisition Corp. × 75% – 100% of Nfp Intermediate Holdings B. Corp. × 75% – 100% of Nfp Corporate Services × 75% – 100% direct ≈ 23.73% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $25.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Foothills At Francis Gate Fund I, Lp | Real Estate Fund | $21.8M | $100K | 22 |
| Divergent Capital Fund 2, Lp | Private Equity Fund | $2.8M | $100K | 40 |
| Divergent Capital Fund 3, Lp | Private Equity Fund | $594K | $500K | 19 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/26/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Reported custodians
- Fidelity Brokerage Services $587M (95% of AUM) Aug 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 26, 2026.
View current Form ADV (SEC/IAPD) ↗