Diversify Wealth Management, LLC

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Total assets under management

$2,526,799,821

Total clients

4,882

12% high-net worth

Total advisors

of 48 employees

Firm size

Multi Team

Average clients per advisor

102

Average account size

$517,575

Client services

Financial planning Portfolio management

Fee options

Fixed

Flat fees for financial planning projects and family office services, paid quarterly in advance; corporate consulting fees up to $10,000.

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%

Project-based

Hourly fees for financial planning up to $400 per hour, negotiated with client.

Performance-based

Performance-based compensation received by Diversify as solicitor for private fund managers; details in Item 6 and 10 (not fully extracted).

Other

Account minimum: $500,000 Fee-only: Financial planning fees charged hourly, fixed project, or fixed annual fees. Hourly fees up to $400/hour.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Diversify Wealth Management, LLC

9017 S Riverside Dr Suite 210

Sandy UT 84070, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 801-838-9999

Advisors at this firm

Uma K

Series 63, Series 66

Sandy, UT

Diversify Wealth Management, LLC

Michael M

CFP®, Series 63, Series 65

Sandy, UT

Diversify Wealth Management, LLC

Michael R

Series 63, Series 65

Lewes, DE

Diversify Wealth Management, LLC

Kenneth B

CFP®, Series 66

Orem, UT

Diversify Wealth Management, LLC

Eric V

Series 63, Series 66

Parrish, FL

Diversify Wealth Management, LLC

Stephen L

Series 66

Newport Beach, CA

Diversify Wealth Management, LLC

Celeste K

Series 65

Orem, UT

Diversify Wealth Management, LLC

Derek F

CFP®, Series 63

Orem, UT

Diversify Wealth Management, LLC

Stacey B

Series 65

Sandy, UT

Diversify Wealth Management, LLC

Eliza C

Series 65

Sandy, UT

Diversify Wealth Management, LLC

Todd H

Series 66

Maricopa, AZ

Diversify Wealth Management, LLC

Krista B

CFP®, Series 63

Sandy, UT

Diversify Wealth Management, LLC

Taylor O

Series 65

Orem, UT

Diversify Wealth Management, LLC

Andreas C

Series 65

Lewes, DE

Diversify Wealth Management, LLC

Brad W

CFP®, Series 63, Series 65

85014, AZ

Diversify Wealth Management, LLC

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