Ryan Wells is a registered investment advisor at Divergent Capital Asset Management LLC, based in Denver, CO, with 25 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, High Net Worth, Investment Management, and 1 more. Their firm serves 21 clients with $50M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
21 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$50.1M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and range up to 2.00% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Denver, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Divergent Capital Asset Management LLC
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Integrated Wealth Concepts LLC
May 2023 - January 2024 · 8 mos
Prism Financial Strategies, LLC
March 2020 - December 2023 · 3 yrs 9 mos
Advisory Consulting Group LLC
January 2018 - February 2018 · 1 mo
Strategies Capital Management
January 2018 - July 2020 · 2 yrs 6 mos
RBC Capital Markets, LLC
October 2014 - December 2017 · 3 yrs 2 mos
RBC Capital Markets, LLCBroker
October 2014 - December 2017 · 3 yrs 2 mos
Sanctuary Wealth Advisors LLC
May 2014 - October 2014 · 5 mos
Sanctuary Securities LLCBroker
May 2014 - October 2014 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2002 - April 2014 · 11 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2002 - April 2014 · 11 yrs 8 mos
Robertson Stephens, INC.
September 2001 - July 2002 · 10 mos
Robertson Stephens, INC.Broker
October 2000 - July 2002 · 1 yr 9 mos
State Registrations2 states
COFL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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