DIVERSIFY ADVISORY SERVICES, LLC
Firm details
- Headquarters
- SANDY, Utah
- CRD number
- 326060
- Registered since
- August 31, 2023
- Website
- www.diversify.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals50.03%
- HNWI43.66%
- Pension & Profit Sharing Plans5.99%
- Corporations / Businesses0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Diversify Advisory Services, LLC is an SEC-registered independent RIA (registered in 2023) that positions itself as a capital allocator for both individual/family and institutional clients. The firm offers financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Its fee schedules include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm lists industry affiliations that include broker-dealer relationships, ties to insurance companies, and roles as sponsor/GP or managing member of pooled investment vehicles. Diversify does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents12%
- Investment Grade Corp Bonds3%
- US Government Bonds2%
Owners & executives
3 of 11LOAY NASER
Chairman and Chief Executive OfficerCRD 2233089
JUSTIN LOWY
Partner, CEOCRD 5935993
CHRISTOPHER TRUSCELLO
COO and PartnerCRD 3073267
Contacts
3 of 99JOHN KWEE
Wealth AdvisorCRD 1531077
KARL SADANAGA
Wealth AdvisorCRD 4496784
KYLE SHIMODA
Wealth AdvisorCRD 5002402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$30.1M in ETFs
95%
$28.5M
5%
$1.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US AEROSPACE & DEFENSE ETF (ITA) | BlackRock | Passive | Industrials | $11.3M | 53,094 | 37.57% |
Location
SANDY, UT
SALT LAKE
Location
SANDY, UT
Headquartered in SANDY, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 9017 S Riverside Dr
- Time zone
- MT (UTC-7)
- Office locations
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