Dversify Advisors LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Georgetown, Texas
CRD number
342124
Fee structure
Subscription Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Dversify Advisors LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and delivers financial planning and portfolio management services, including portfolio management for small businesses. Its stated billing model is subscription fees. Items reported about the firm indicate it does not operate as a capital allocator, is not positioned as an ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

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

Owners & executives

1 of 1
  • Kirti Bhanushali

    Kirti Bhanushali

    Chief Executive Officer & Chief Compliance OfficerCRD 8259421

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Georgetown, TX

Williamson

Location

Georgetown, TX

Headquartered in Georgetown, TX, in the South of the United States.

Region
South
County
Williamson
Address
501 S Austin Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth