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| Diversify Wealth Management LLC
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|---|---|
| CRD # | 329878 |
| SEC # | 801-129521 |
| CIK # | 0002030780 |
| AUM | 4,108.3 M (2026-03-18) |
| Employees | 95 (74% Investors, 37% Brokers) |
| Fees | |
| Minimum | |
| Phone | 801-838-9999 |
| Address | 9017 S Riverside Dr Suite 210 Sandy, UT 84070 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| World Currency Gold Trust | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Advanced Micro Devices Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,888 | 1.8 |
| (b) Individuals (high net worth individuals) | 831 | 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 | 114 | 0.2 |
| (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 | 24 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17,903 | 4.1 |
| By Discretionary | ||
| Discretionary | 15,364 | 3.8 |
| Non-Discretionary | 2,539 | 0.3 |
| Total | 17,903 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 17,903 | 4.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002030780] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Retail |
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|---|---|---|
|
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NJ | 3,485.8 M |
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ARIS Investing LLC
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IL | 3,313.9 M |
|
Northeast Investment Management Inc
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MA | 3,274.0 M |
|
Pittenger & Anderson Inc
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|
NE | 3,034.1 M |
|
Montag A & Associates Inc
✚
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GA | 2,973.1 M |
|
Cardiff Park Advisors LLC
✚
|
2,958.1 M |