Diversify Wealth Management, LLC

RIASEC RegisteredEst. 2024

Total AUM

$4.1B

Discretionary

$3.8B

93% of AUM

Avg account

$229K

Accounts

17,903

Employees

Advisory reps

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 that provides financial planning and portfolio management primarily for individuals, families and small businesses, while also serving some institutional clients. The firm offers a mix of fee arrangements—percentage of AUM, hourly fees and fixed fees—and lists advisory activities focused on financial planning and discretionary portfolio management. It reports industry affiliations with a broker-dealer, other investment advisers and an insurance company, and it does not identify as an active ESG investor or a capital allocator. The firm was registered with the SEC in 2024 and operates as a limited liability company. Its practice model appears to blend traditional wealth management services with access to third-party alternative managers and insurance products, which positions it to serve a range of client needs from basic planning to more complex balance-sheet and private-market exposure.