DIVERGENT PLANNING, LLC

UUIDb05124dd-596d-5c14-b871-4eddd100c283

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:23:53

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	285688	285688	—	1.0
cik	0001730787	1730787	—	—
sec_file_number	801-112962	801-112962	—	—

HQ CityBETHESDA

HQ StateMD

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

As of 2025-01-10 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
No people recorded.

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

No evidence recorded for this organization yet.