Dversify Advisors LLC
Firm details
- Headquarters
- Georgetown, Texas
- CRD number
- 342124
- Fee structure
- Subscription Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Kirti Bhanushali
Chief Executive Officer & Chief Compliance OfficerCRD 8259421
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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