Benjamin Thomas Newhouse

PFS

Diversify Wealth Management, LLC

25 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness OwnersMedical Professionals

Diversify Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

74 advisors

Number of Clients

4,997 clients

Average Client Portfolio

$506K average

Assets Under Management

$2.5B

Fee Structure

Location

3812 S Fremont Ave, Springfield, MO, 65804

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2008

Denied

Customer Dispute

June 2005

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Benjamin is the CEO of Vineyard Asset Management, LLC, dedicating nearly full-time hours to managing broker-dealer and RIA operations. He also owns an insurance business, spending minimal time on soliciting and selling traditional insurance products, including premium financed policies.