Konvergent Wealth Partners Employee Directory

Q: What is Konvergent Wealth Partners known for?

Konvergent Wealth Partners was founded in 2019. Konvergent Wealth Partners operates in the Financial Services industry.

Q: How many employees does Konvergent Wealth Partners have currently?

Konvergent Wealth Partners has approximately 10 employees.

Financial ServicesWashington, United States2-10 Employees

At konvergent wealth partners, we help our clients quiet the noise that surrounds them in their business and personal life so they can find clarity, strength and purpose for themselves, their family and their community. We provide the financial roadmap and the reassurance as they go through life’s transitions so they can live comfortably and purposefully with their wealth. Through our experience, creative mindset and time-tested process, we guide business owners, entrepreneurs and wealth creators in increasing their impact.

 

We cannot predict the future but we can help prepare you for whatever tomorrow may bring.

Find Konvergent Wealth Partners employees' phone numbers or email addresses

Konvergent Wealth Partners Global Highlights

North America
12

United States Of America
12

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Konvergent Wealth Partners's Leadership

D. L.
Executive Assistant To Ceo/Founder
Mobile Phone
Email
D. A.
Investment Manager
Mobile Phone
Email
J. S.
Client Service Associate
Mobile Phone
Email

Konvergent Wealth Partners Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Konvergent Wealth Partners

Name

Title

Contact Info

Location

Last Update

D. L.
Executive Assistant To Ceo/Founder
Mobile Phone
Email
United StatesNew York
Nov 13, 2025
D. A.
Investment Manager
Mobile Phone
Email
United StatesUtah
Feb 26, 2025
J. S.
Client Service Associate
Mobile Phone
Email
United StatesSouth Carolina
Nov 13, 2025

Frequently Asked Questions

What is Konvergent Wealth Partners known for?

Konvergent Wealth Partners was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 3312 Rosedale Street Northwest 102 Gig Harbor, Washington 98335 United States. Explore Konvergent Wealth Partners's company overview page for more information.

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

Konvergent 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?

Konvergent Wealth Partners has approximately 10 employees as of March 2026. These team members are located across 2 continents, including North AmericaEurope.

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

As of March 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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