Diversify Wealth Management, LLC
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
FINTRXOverview
Diversify Wealth Management, LLC is an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2024 and serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and its fee arrangements include percentage-of-AUM, hourly, and fixed-fee structures. Beyond its advisory role, Diversify has industry ties to a broker-dealer, insurance company, other investment advisers, and acts as sponsor/GP/managing member of pooled investment vehicles. The firm reports it is not a capital allocator; instead it allocates client capital to third-party managers and product wrappers. The firm maintains a multi-office physical footprint across many states.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities41%
- Public Funds/Mutual Funds38%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents6%
- State & Local Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 677Active vs passive
$4.6B in ETFs
78%
$3.6B
18%
$1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $234M | 1,903,732 | 5.06% |
Location
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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