DIVERSIFY WEALTH MANAGEMENT, LLC

Overview

Diversify Wealth Management, LLC is organized as a limited liability company and operates as an independent registered investment adviser (SEC registration recorded in 2024). The firm serves both individual/family clients and institutional accounts, focusing on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm reports affiliations with a broker‑dealer, another investment adviser, and an insurance company, and it does not identify as an active ESG investor. Diversify does not act as a capital allocator in the sense of operating pooled funds; instead, it deploys client capital across third‑party strategies and direct investments. The adviser provides both discretionary and non‑discretionary services and maintains multiple fee delivery options to accommodate differing client engagement models.

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Public Holdings

Investments & Alternatives

Location & Offices