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Convergent Wealth Advisors Part 2A of Form ADV The Brochure 12505 Park Potomac Avenue, Suite 400 Potomac, MD 20854 ×301× 7706300 www.ConvergentWealth.com March 31, 2014, This Brochure provides information
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Convergent Wealth Advisors Part is a section of a financial report that includes information about wealth management services provided by Convergent Wealth Advisors.
Any individual or entity that has utilized or received wealth management services from Convergent Wealth Advisors may be required to file the Convergent Wealth Advisors Part.
The Convergent Wealth Advisors Part must be filled out accurately and completely, providing details of the wealth management services received from Convergent Wealth Advisors.
The purpose of the Convergent Wealth Advisors Part is to provide transparency and accountability regarding wealth management services provided by Convergent Wealth Advisors.
Information such as the types of wealth management services received, fees paid, investment strategies employed, and performance results may need to be reported on the Convergent Wealth Advisors Part.
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