TrueAdvisor
TrueAdvisor
BB
CFP
BB
CFP

Ben Brackett

Diversify Wealth Management, LLC
7 Years of Experience
View SEC Summary
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

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
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Caliber Wealth Management, LLC
March 2022 - July 2024 · 2 yrs 4 mos
Teton Wealth Group LLC
February 2021 - February 2022 · 1 yr
Sowell Management
June 2019 - February 2022 · 2 yrs 8 mos
Dfpg Investments, INC.
June 2018 - May 2019 · 11 mos
Dfpg Investments, INC.Broker
March 2018 - May 2019 · 1 yr 2 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.