Convergence Wealth, Llc
- Regulatory AUM
- $105M
- Discretionary
- $105M
- Clients
- 211
- Avg AUM / client
- $495K
- Accounts
- 612
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 181 | $55.2M | 52.8% |
| High net worth individuals | 30 | $49.4M | 47.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Metro Credit Union 401(k) Safe Harbor Plan Metro Cu Federal Credit Union | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nathan Magdanz | Registered representative | Oct 2020 (6y) | ||
| Andrew John Wacker | Registered representative | Nov 2020 (6y) | ||
| Anthony James Manganaro | Registered representative | Nov 2020 (6y) | ||
| Colton Koehler | Registered representative | Nov 2020 (6y) | ||
| Tyler Kanne | Registered representative | Nov 2020 (6y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Metro Credit Union 401(k) Safe Harbor Plan | Metro Cu Federal Credit Union | 98 | $13.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 989 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $105M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗