Matthew Phillip Waldman
Co-OwnerDivvi Wealth Management LLCCRD 4095426
About Matthew Phillip Waldman
Matthew Phillip Waldman is listed as Co-Owner at Divvi Wealth Management LLC in Kansas City, MO. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Divvi Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Matthew Phillip Waldman work?
Matthew Phillip Waldman is listed as Co-Owner at Divvi Wealth Management LLC on SEC Form ADV.
How much of Divvi Wealth Management LLC does Matthew Phillip Waldman own?
Form ADV reports a beneficial ownership band of 25-50%.
Divvi Wealth Management LLC
| Title | Co-Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2026 |