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Konvergent Wealth Partners Employee Directory

Financial ServicesWashington, United States11-50 Employees

Konvergent Wealth Partners operates in the financial services sector, providing financial planning and wealth management services. The firm aims to help clients quiet the noise surrounding them in business and personal life so they can focus on clarity, strength, and purpose for themselves, their families, and their communities. Through a structured financial roadmap and guidance through life's transitions, the firm supports clients in living comfortably and purposefully with their wealth.

Its client base includes business owners, entrepreneurs, and wealth creators seeking to increase their impact. The company is based in Gig Harbor, Washington. It notes that while the future cannot be predicted, it helps clients prepare for what tomorrow may bring.

Find Konvergent Wealth Partners employees' phone numbers or email addresses

Konvergent Wealth Partners Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Konvergent Wealth Partners's Leadership

  • Stylized image of a person
    D. L.
    Executive Assistant To Ceo/Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. A.
    Investment Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Client Service Associate
    Phone icon
    Mobile Phone

Konvergent Wealth Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Konvergent Wealth Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. L.
    Executive Assistant To Ceo/Founder
    Phone icon
    Mobile Phone
    United StatesNew York
    Nov 13, 2025
  • Stylized image of a person
    D. A.
    Investment Manager
    Phone icon
    Mobile Phone
    United StatesUtah
    May 29, 2026
  • Stylized image of a person
    J. S.
    Client Service Associate
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Apr 21, 2026

Frequently Asked Questions

What is Konvergent Wealth Partners known for?

Minus sign iconPlus sign iconKonvergent Wealth Partners was founded in 2019 operates in the Financial Services industry. Explore Konvergent Wealth Partners's company overview page for more information.

What is Konvergent Wealth Partners's most common email format?

Minus sign iconPlus sign iconKonvergent Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Konvergent Wealth Partners email formats with LeadIQ.

How many employees does Konvergent Wealth Partners have currently?

Minus sign iconPlus sign iconKonvergent Wealth Partners has approximately 14 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Konvergent Wealth Partners's key employees and leadership?

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As of July 2026, Konvergent Wealth Partners's key employees include:

  • Executive Assistant To Ceo/Founder: D. L.
  • Investment Manager: D. A.
  • Client Service Associate: J. S.

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