Diversify Wealth Management, LLC

RIASEC Registered
Total AUM
$4.1B
Discretionary
$3.8B
93% of AUM
Avg account
$229K
Accounts
17,903
Employees
95
Advisory reps
78

Firm details

Headquarters
South Jordan, Utah
CRD number
329878
Registered since
February 16, 2024
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
  • HNWI51.7%
  • Individuals42.97%
  • Pension & Profit Sharing Plans5.22%
  • Corporations / Businesses0.11%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Diversify Wealth Management, LLC is an independent registered investment adviser organized as an LLC. The firm serves individuals, families and institutional clients and offers financial planning and portfolio management for individuals and small businesses. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm registered with the SEC in 2024. It does not identify as an active ESG investor and is not designated as a multi-state adviser. Diversify maintains a range of industry affiliations, including relationships with broker-dealers and insurance companies, and it acts as sponsor, general partner or managing member of pooled investment vehicles. Ownership is listed as a mix of a domestic entity and individual principal(s).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 41%, Public Funds/Mutual Funds 38%, Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 6%, State & Local Bonds 5%, US Government Bonds 3%, Non-Exchange Traded Equities 1%41%
  • Exchange Traded Equities41%
  • Public Funds/Mutual Funds38%
  • Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents6%
  • State & Local Bonds5%

Owners & executives

3 of 5
  • Ryan Smith

    Ryan Smith

    Co-Founder & CEOCRD 4340304

  • Bryant Armstrong

    Bryant Armstrong

    CEO & CFOCRD 4485318

  • John Anderson

    John Anderson

    Chief Operating OfficerCRD 6037308

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Contacts

3 of 73
  • Todd Hills

    Todd Hills

    Wealth AdvisorCRD 5835638

  • Jason Anderson

    Jason Anderson

    Managing DirectorCRD 5867122

  • Guadalupe Camargo

    Guadalupe Camargo

    Financial PlannerCRD 5086119

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 645

Active vs passive

$4.1B in ETFs

Passive

79%

$3.2B

Active

17%

$842M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$210M284,2445.17%
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Location

Primary office

South Jordan, UT

Salt Lake

Location

South Jordan, UT

Headquartered in South Jordan, 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
10876 S River Front Pkwy
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth