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).
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Total Assets Under Management540MILLION
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Total Number of Accounts3,416ACCOUNTS
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Average Account Value$158,144
- 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
James Spainhower (CRD# 4145663) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 24 years of experience in the finance industry.
Scott Stratton (CRD# 6794814) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry.
Adam Taylor (CRD# 2756299) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 27 years of experience in the finance industry.
Timothy Whipple (CRD# 2829688) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 27 years of experience in the finance industry.
Derek Farley (CRD# 7243738) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry.
Sarah Hindmarsh (CRD# 7436711) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry.
Ana Jovel (CRD# 7258383) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry.
Celeste Kennard (CRD# 6872373) 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.
Trevor Kuresa (CRD# 7787758) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry.
Taylor Olsen (CRD# 6946327) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry.