Diversify Wealth Management LLC
Diversify Wealth Management LLC (CRD# 145593) is a financial advisory firm headquartered in Orem, UT. They manage $458,072,364 in 3,255 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management458MILLION
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Total Number of Accounts3,255ACCOUNTS
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Average Account Value$140,729
- 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
AZ, CA, CO, FL, ID, LA, NE, NV, NY, PA, SC, TX, UT, VA, WA
Bryant Armstrong (CRD# 4485318) 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.
Kenneth Bown (CRD# 4773996) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 19 years of experience in the finance industry.
Gregory Caldwell (CRD# 6210980) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 10 years of experience in the finance industry.
Scott Carlson (CRD# 6418057) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 9 years of experience in the finance industry.
Sam Deaver (CRD# 6298983) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 9 years of experience in the finance industry.
Alexander Haviland (CRD# 6364128) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 9 years of experience in the finance industry.
Alex Long (CRD# 6418229) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 9 years of experience in the finance industry.
Lauren Loucks (CRD# 6418285) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 7 years of experience in the finance industry.
Jason McMullin (CRD# 4400760) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 22 years of experience in the finance industry.
Kelby McMullin (CRD# 6759383) 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.