Updated:
Divergent Planning
Divergent Planning was established in 2010 as a US wealth manager and registered investment advisor. The firm supplies investment advisory, financial...
Overview
Divergent Planning was established in 2010 as a US wealth manager and registered investment advisor. The firm supplies investment advisory, financial planning, portfolio management, tax and retirement planning. It serves high-net-worth individuals along with trusts, estates and charitable organizations. No public data identifies specific asset classes, named holdings or co-investors. Team size, additional offices and recent operational events remain undisclosed. No adjacent vehicles or dated transactions from the last 24 months appear in available records. The structure operates as a standard RIA without evident hybrid vehicles or succession details beyond basic advisory scope.
General information
Firm type
Bank / Wealth / Trust
Year founded
2010
Location
Region
North America
Country
United States
City
Bethesda
Corporate office
Bethesda, United States
Frequently asked questions
Who runs investment decisions at Divergent Planning?
No named principals or CIO appear in public records.
Does Divergent Planning participate in fund commitments or only direct deals?
Available information shows only advisory and planning services without fund or direct deal disclosure.
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