Wealth Manager
    SEC Registered
    Manages Private Funds

    Diversify Wealth Management, LLC

    Registered investment advisor · Sandy, Utah · CRD #329878

    Assets Under Management
    $4.1B
    Client Accounts
    17,903
    Employees
    95
    CRD Number
    329878
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Equity Trust Company, Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Diversify Wealth Management, LLC

    Diversify Wealth Management, LLC offers investment advisory services, focusing on comprehensive financial planning and tailored investment strategies. Founded in 2004, it employs a team of seasoned advisors and is a branch office of DFPG Investments, Inc.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Diversify Wealth Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Diversify Wealth Management, LLC's AUM?

    Diversify Wealth Management, LLC reports approximately $4.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Diversify Wealth Management, LLC headquartered?

    Diversify Wealth Management, LLC is headquartered in Sandy, Utah.

    What is Diversify Wealth Management, LLC's CRD number?

    Diversify Wealth Management, LLC's CRD number is 329878. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Diversify Wealth Management, LLC manage?

    Diversify Wealth Management, LLC manages approximately 17,903 client accounts according to its latest SEC filing.

    Is Diversify Wealth Management, LLC SEC registered?

    Yes, Diversify Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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