Co-Owner · Divvi Wealth Management
Eric S. Blattner
CRD 4814572 · Named on Form ADV at one SEC-registered adviser
At a glance
Divvi Wealth Management, an SEC-registered wealth manager based in Kansas City, MO with $127 million in regulatory assets, lists Eric S. Blattner on its Form ADV as Co-Owner, a control person.
Firms and roles
- Divvi Wealth ManagementCo-OwnerWealth manager · Kansas City, MO · $127M in regulatory assets
AtlasMembers
Eric’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Kirby A. DemossCCO, Co-Owner, Divvi Wealth Management
- Anthony M. DonnellyCo-Owner, Divvi Wealth Management
- Matthew P. WaldmanCo-Owner, Divvi Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.