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| Diversify Advisory Services LLC
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| CRD # | 326060 |
| SEC # | 801-128675 |
| CIK # | 0002021232 |
| AUM | 4.6 B (2026-06-25) |
| Employees | 206 (53% Investors, 35% 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 | 0.1 | ||
| Apple Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Advanced Micro Devices Inc | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Marvell Technology Inc | 0.0 | ||
| Affirm Holdings Inc | 0.0 | ||
| Micron Technology Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| ServiceNow Inc | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Social Capital Hedosophia Holdings Corp V | 0.0 | ||
| ARM Holdings PLC /UK | 0.0 | ||
| Snowflake Inc | 0.0 | ||
| Talen Energy Corp | 0.0 | ||
| Palo Alto Networks Inc | 0.0 | ||
| Super Micro Computer Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Priceline Com Inc | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Celestica Inc | 0.0 | ||
| Credo Technology Group Holding Ltd | 0.0 | ||
| Visa Inc | 0.0 | ||
| KLA Tencor Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,398 | 2.3 |
| (b) Individuals (high net worth individuals) | 802 | 2.0 |
| (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 | 106 | 0.3 |
| (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 | 16 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12,951 | 4.6 |
| By Discretionary | ||
| Discretionary | 7,790 | 4.0 |
| Non-Discretionary | 5,161 | 0.6 |
| Total | 12,951 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 12,951 | 4.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002021232] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.0B |
| Clients | 40 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
JFS Wealth Advisors LLC
✚
|
PA | 4.7 B |
|
Bragg Financial Advisors Inc
✚
|
NC | 4.7 B |
|
Clearwater Advisors LLC
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ID | 4.7 B |
|
Graypoint LLC
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|
NY | 4.6 B |
|
Journey Strategic Wealth LLC
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NJ | 4.6 B |
|
Heritage Investors Management Corp
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MD | 4.6 B |
|
Verdence Capital Advisors LLC
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|
MD | 4.6 B |
|
Bowen Hanes & Co Inc
✚
|
FL | 4.6 B |
|
Quotient Wealth Partners LLC
✚
|
TX | 4.6 B |
|
Northeast Financial Consultants LLC
✚
|
CT | 4.6 B |