# Convergence Wealth Partners

Convergence Wealth Partners is a Multi Family Office based in Redding, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Redding, United States
- **Region:** North America
- **Address:** Palm Beach Gardens, FL, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** convergencewealth.com

## Regulatory record

- **CRD number:** 329438
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329438

## About

Convergence Wealth Partners LLC is a state-registered investment adviser in Redding, CA. It manages approximately $17 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Private Equity

## People

- Steven Dimitriou — Managing Partner & Co-Founder
- Chris Cannon — Partner & Co-Founder
- David Edwards — President

## Questions

### Does Convergence Wealth Partners construct direct co-investment programs for clients?

Yes, the firm evaluates direct co-investment opportunities alongside its core fund-commitment activity when client scale and liquidity profiles permit. However, the firm's primary investment posture is as an allocator to third-party managers rather than a co-investment syndicate leader. Specific co-investment vehicles or named transactions have not been publicly disclosed.

## Related profiles

- [International Money Matters](https://altss.com/profile/international-money-matters-pvt-ltd)
- [SA Investment Advisory](https://altss.com/profile/sa-investment-advisory)

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Last updated: 2026-07-06T01:24:14.474Z

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