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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

9017 S Riverside Dr., Suite 210, Sandy, UT, 84070

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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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Employment History
Current Registrations
Diversify Wealth Management, LLC
April 2024 - Present · 1 yr 10 mos
Diversify Advisory Services, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Dfpg Investments, LLC
October 2022 - January 2024 · 1 yr 3 mos
Kestra Advisory Services, LLC
August 2021 - October 2022 · 1 yr 2 mos
State Registrations2 states
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Exams
No exam information available for this advisor.