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Javier Loreto

Divergent Capital Asset Management LLC
14 Years of Experience
Palm Beach Gardens, FL
Sells Insurance
View SEC Summary
View SEC Summary

Javier Loreto is a registered investment advisor at Divergent Capital Asset Management LLC, based in Palm Beach Gardens, FL, with 14 years of industry experience. Javier 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.

Divergent Capital Asset Management LLC
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
—
View Full SEC Brochure

Location

3300 Pga Boulevard, Ste 570, Palm Beach Gardens, FL, 33410

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Javier is a managing member of Sankus Wealth Solutions, a holding company that doesn't engage in active business, dedicating minimal time. Javier is also a licensed insurance agent with Sankus Life Solutions LLC and an indirect owner of Sankus Wealth Management LLC, spending minimal time on general ownership duties.

Employment History
Current Registrations
Divergent Capital Asset Management LLC
October 2024 - Present · 2 yrs
Previous Registrations
Sancus Wealth Management LLC
June 2021 - March 2025 · 3 yrs 9 mos
Harbor Ithaka
May 2015 - July 2021 · 6 yrs 2 mos
New Market Analytics Wm
January 2015 - February 2015 · 1 mo
Bolton Global Asset Management
January 2012 - October 2014 · 2 yrs 9 mos
State Registrations2 states
FLTX
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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