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Convergent Wealth Advisors

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Convergent Wealth Advisors — overview

Assets Under Management

Type

Fund of Hedge Funds Manager

Location

Beverly Hills, CA, US

Alternative Asset Classes

HF

About

Convergent Wealth Advisors began as CMS Financial Services (“CMS”) in 1994 when Steven Lockshin and a handful of professionals formalized the investment consulting services they had been providing to a single high net worth family since 1990. 1st Virtual Holdings, a privately held financial services firm, acquired CMS in 2001. 1st Virtual changed its name to Lydian Trust Company in 2002, and CMS followed by changing its name to Lydian Wealth Management in early 2003. In 2007, Convergent Capital Management purchased the wealth management division of Lydian Wealth Management, rebranding it as Convergent. Convergent Wealth Advisors has shut down its fund of hedge funds operation.

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