Diversify Wealth Management, Inc.
Diversify Wealth Management, Inc. (CRD# 169032) is a financial advisory firm headquartered in South Jordan, UT. They manage $10,000,000 in 52 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts52ACCOUNTS
Average Account Value$192,308
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops