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).

By the Numbers
  • Total Assets Under Management
    458
    MILLION
  • Total Number of Accounts
    3,255
    ACCOUNTS
  • Average Account Value
    $140,729
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 1 - 10 of 24 top financial advisors.
1
Bryant Armstrong
CRD#: 4485318
462 E 800 N, Orem, UT 84097

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.

2
Kenneth G. Bown
CRD#: 4773996
742 N 530 E, Orem, UT 84097

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.

3
Gregory E. Caldwell
CRD#: 6210980
462 E 800 N, Orem, UT 84097

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.

4
Scott M. Carlson
CRD#: 6418057
462 E 800 N, Orem, UT 84097

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.

5
Sam Deaver
CRD#: 6298983
462 E 800 N, Orem, UT 84097

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.

6
Alexander J. Haviland
CRD#: 6364128
462 E 800 N, Orem, UT 84097

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.

7
Alex C. Long
CRD#: 6418229
462 E 800 N, Orem, UT 84097

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.

8
Lauren E. Loucks
CRD#: 6418285
462 E 800 N, Orem, UT 84097

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.

9
Jason L. McMullin
CRD#: 4400760
742 N 530 E, Orem, UT 84097

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.

10
Kelby McMullin
CRD#: 6759383
462 E 800 N, Orem, UT 84097

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.

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