CCO, Co-Owner · Divvi Wealth Management
Kirby A. Demoss
CRD 4351867 · 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 Kirby A. Demoss on its Form ADV as CCO, Co-Owner, a control person.
Firms and roles
- Divvi Wealth ManagementCCO, Co-OwnerWealth manager · Kansas City, MO · $127M in regulatory assets
AtlasMembers
Kirby’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Anthony M. DonnellyCo-Owner, Divvi Wealth Management
- Matthew P. WaldmanCo-Owner, Divvi Wealth Management
- Eric S. BlattnerCo-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 Kirby’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.