Diversify Wealth Management LLC

Diversify Wealth Management LLC (CRD# 145593) is a financial advisory firm headquartered in Orem, UT. They manage $540,220,811 in 3,416 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
462 E 800 N, Orem, UT 84097
http://www.ljcooper.com
By the Numbers
  • Total Assets Under Management
    540
    MILLION
  • Total Number of Accounts
    3,416
    ACCOUNTS
  • Average Account Value
    $158,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, LA, NE, NV, NY, PA, SC, TX, UT, VA, WA

Financial Advisors at Diversify Wealth Management LLC
Showing 21 - 24 of 24 top financial advisors.
21
Norman Perkins, financial advisor Orem UT
Norman A. Perkins
CRD#: 6925726
462 E 800 N, Orem, UT 84097

Norman Perkins (CRD# 6925726) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 4 years of experience in the finance industry.

22
Marc Russell, financial advisor Orem UT
Marc Russell
CRD#: 7501389
462 E 800 N, Orem, UT 84097

Marc Russell (CRD# 7501389) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 2 years of experience in the finance industry.

23
Christian Ward, financial advisor Orem UT
Christian A. Ward
CRD#: 6345102
462 E 800 N, Orem, UT 84097

Christian Ward (CRD# 6345102) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 6 years of experience in the finance industry.

24
Landon Wray, financial advisor Orem UT
Landon Wray
CRD#: 7234124
462 E 800 N, Orem, UT 84097

Landon Wray (CRD# 7234124) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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