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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Diversify Advisory Services LLC
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| CRD # | 326060 |
| SEC # | 801-128675 |
| CIK # | 0002021232 |
| AUM | $3.2 B (2025-07-25) |
| Employees | 171 (55% Investors, 74% Brokers) |
| Phone | 801-890-7577 |
| Address | 9017 S Riverside Dr Sandy, UT 84070 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002021232 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| SPDR Gold Trust | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Advanced Micro Devices Inc | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| World Currency Gold Trust | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.0 | ||
| Social Capital Hedosophia Holdings Corp V | 0.0 | ||
| Affirm Holdings Inc | 0.0 | ||
| Snowflake Inc | 0.0 | ||
| Palo Alto Networks Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,914 | 0.9 |
| (b) Individuals (high net worth individuals) | 735 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 8,318 | 3.2 |
| By Discretionary | ||
| Discretionary | 7,968 | 3.2 |
| Non-Discretionary | 350 | 0.0 |
| Total | 8,318 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 8,318 | 3.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002021232] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Carret Asset Management LLC
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|
NY | 3.2 |
|
Raub Brock Capital Management LP
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|
CA | 3.2 |
|
Aristotle Atlantic Partners LLC
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FL | 3.2 |
|
Ancora Family Wealth Advisors LLC
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OH | 3.2 |
|
The Welch Group LLC
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|
AL | 3.2 |
|
Sound Shore Management Inc
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|
CT | 3.2 |
|
Ulrich Consulting and Investment Group LLC
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|
NM | 3.2 |
|
Pallas Capital Advisors LLC
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|
MA | 3.2 |
|
Gerber Kawasaki Inc
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|
CA | 3.2 |
|
BOK Financial Private Wealth Inc
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|
CO | 3.2 |