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| Diversify Wealth Management LLC
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|---|---|
| CRD # | 329878 |
| SEC # | 801-129521 |
| CIK # | 0002030780 |
| AUM | $2.5 B (2025-07-25) |
| Employees | 48 (100% Investors, 60% Brokers) |
| Phone | 801-838-9999 |
| Address | 9017 S Riverside Dr Suite 210 Sandy, UT 84070 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 43.9 | |
| Microsoft Corp | 26.1 | |
| Apple Inc | 24.3 | |
| Amazon Com Inc | 23.9 | |
| Facebook Inc | 22.4 | |
| ServiceNow Inc | 20.7 | |
| Broadcom Inc | 12.3 | |
| Oracle Corp | 12.1 | |
| Costco Wholesale Corp /NEW | 11.5 | |
| Alphabet Inc | 11.1 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,307 | 0.9 |
| (b) Individuals (high net worth individuals) | 575 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 100 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12,760 | 2.5 |
| By Discretionary | ||
| Discretionary | 12,673 | 2.5 |
| Non-Discretionary | 87 | 0.0 |
| Total | 12,760 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 12,760 | 2.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002030780] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sigfig Wealth Management LLC
✚
|
CA | 3.0 |
|
Northeast Investment Management Inc
✚
|
MA | 2.9 |
|
Montag A & Associates Inc
✚
|
GA | 2.7 |
|
Systematic Alpha Investments LLC
✚
|
NJ | 2.7 |
|
Cardiff Park Advisors LLC
✚
|
2.7 | |
|
Waters Parkerson & Co LLC
✚
|
LA | 2.7 |
|
Sonora Investment Management Group LLC
✚
|
AZ | 2.4 |
|
Zemenick & Walker Inc
✚
|
MO | 2.4 |
|
Nichols & Pratt Advisers LLP
✚
|
MA | 2.3 |
|
Angeles Wealth Management LLC
✚
|
CA | 2.3 |