Sponsor portfolio
DIVVI WEALTH MANAGEMENT LLC
EIN 87-3449843financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
4
220 WEST EIGHTEENTH STREET, SUITE 202 - KANSAS CITY, MO 64108816-810-1260divviwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DIVVI WEALTH MANAGEMENT 401(K) PLAN | 401k | $1.3M | 4 | 2025 |
Retirement plans