Brady
Ririe

Divergent Wealth Advisors, LLC

CRD#5747247
Investment Advisor
in South Jordan, UT

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About this Advisor

Brady Ririe is a certified financial planner who works out of South Jordan, Utah with a total of 6 years of industry experience. Ririe is an advisor for Divergent Wealth Advisors, LLC. During their career, Ririe has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Divergent Wealth Advisors, LLC, Purshe Kaplan Sterling Investments, Inc, Dc Fof Gp 2, LLC and Dc Fof Gp 3, LLC. Ririe holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Texas and Utah. Divergent Wealth Advisors, LLC is a financial advisory business that has its headquarters in South Jordan, UT. It administers $480 million in assets across its 2,027 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 2,027 customer accounts, 17% are associated with high-net-worth clients who have at least $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules typically are based on which service is provided. Fees billed by Divergent Wealth Advisors, LLC likely consist of any blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

489 W. South Jordan Parkway Suite 310
South Jordan, UT 84095

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Divergent Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$479,835,651

UT Average: $693,624,108
Total Number of Employees

13

UT Average: 12
Total Number of Accounts

2,027

UT Average: 1,115
Average Account Size

$236,722

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Brady Ririe Work History

Brady has been registered as a financial advisor for 6 years.*

2022 - Present (2 years)

Dc Fof Gp 2, LLC

2022 - Present (2 years)

Dc Fof Gp 3, LLC

2017 - Present (7 years)

Divergent Wealth Advisors, LLC

2017 - 2022 (5 years)

Purshe Kaplan Sterling Investments, Inc

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2012 - 2017 (5 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brady Ririe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Divergent Wealth Advisors, LLC

Geoffrey Reeves
South Jordan, UT
Rizek Housari
South Jordan, UT
John Pennington
South Jordan, UT
Jacob Gutke
South Jordan, UT
Randy Taylor
South Jordan, UT
Brady Ririe
South Jordan, UT
Easton Dickson
South Jordan, UT
Kaden Mckell
South Jordan, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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