Diversify Wealth Management, LLC

RIASEC RegisteredEst. 2024
Total AUM
$4.1B
Discretionary
$3.8B
93% of AUM
Avg account
$229K
Accounts
17,903
Employees
95
Advisory reps
76

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 formed as an LLC and registered with the SEC in 2024. The firm serves both individual and institutional clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-assets, hourly, and fixed-fee engagements. The firm is not positioned as an ESG-focused or multi-state adviser according to the snapshot data; it also does not identify as a capital allocator or pension consultant. The firm maintains industry affiliations that span broker-dealer relationships, other investment advisers, and insurance company connections, indicating an ability to layer brokerage, advisory and insurance solutions for clients rather than operating as a single-distribution model.

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
  • Eddie Ghabour

    Eddie Ghabour

    Co-Founder & CEOCRD 3069984

  • Ryan Smith

    Ryan Smith

    Co-Founder & CEOCRD 4340304

  • John Anderson

    John Anderson

    Chief Operating OfficerCRD 6037308

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Contacts

3 of 71
  • Jacob Sybrowsky

    Jacob Sybrowsky

    Investment Advisor RepresentativeCRD 7954941

  • Charles Campbell

    Charles Campbell

    Wealth AdvisorCRD 2943638

  • Stacey Banks

    Client Service AssociateCRD 8066584

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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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