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| Diversify Wealth Management LLC
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| |
|---|---|
| CRD # | 329878 |
| SEC # | 801-129521 |
| CIK # | 0002030780 |
| AUM | $458.1 MM (2024-07-19) |
| Employees | 46 (52% Investors, 28% Brokers) |
| Phone | 801-838-9999 |
| Address | 9017 S Riverside Dr Suite 210 Sandy, UT 84070 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AMZN | 1,092,997.8 | 11.3 | |
| AAPL | 2,382,844.0 | 11.1 | |
| PRG | 916.0 | 10.3 | |
| MSFT | 1,918,222.4 | 9.9 | |
| NVDA | 399,550.0 | 8.5 | |
| UNH | 477,004.0 | 7.6 | |
| COST | 207,576.9 | 6.5 | |
| HQY | 5,494.0 | 6.5 | |
| ADBE | 172,760.2 | 6.3 | |
| NOW | 94,905.7 | 5.3 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,102 | 165.3 |
| (b) Individuals (high net worth individuals) | 209 | 290.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.9 |
| (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 | 0 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,255 | 458.1 |
| By Discretionary | ||
| Discretionary | 3,237 | 457.8 |
| Non-Discretionary | 18 | 0.3 |
| Total | 3,255 | 458.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 458.1 | |
| Total | 3,255 | 458.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002030780] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Jackson Grant Investment Advisers Inc
✚
|
CT | 0.5 |
|
GEM Asset Management LLC
✚
|
MI | 0.5 |
|
Atlas Capital Management Corp
✚
|
IN | 0.5 |
|
Twenty-First Tailored Solutions Inc
✚
|
NY | 0.5 |
|
Walter C Flower & Co Inc
✚
|
LA | 0.5 |
|
Arjuna Capital LLC
✚
|
NC | 0.5 |
|
Clark Asset Management LLC
✚
|
NH | 0.5 |
|
Volaris Capital Management LLC
✚
|
NJ | 0.5 |
|
Wealth Planning Corp
✚
|
OH | 0.5 |
|
Atlantic Edge Private Wealth Management LLC
✚
|
FL | 0.5 |