DIVERSIFY WEALTH MANAGEMENT, LLC

CRD 329878 · SEC 801-129521

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9017 S RIVERSIDE DR SUITE 210, SANDY, UT, 84070, United States

Phone

801-838-9999

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.11B

Discretionary AUM

$3.82B

Team

95 total employees; 70 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

Services

Financial planningPortfolio management (individuals)

Client types

Type	Clients	AUM
Individuals	3888	$1.77B
High net worth individuals	831	$2.12B
Pension/profit sharing plans	114	$214.5M
Corporations/business entities	24	$4.6M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.caliberwealthmanagement.com/
https://firstpurpose.com/
https://diversify.com/
https://www.keywealthmgmt.com/
https://www.moneyaz.com/

Official SEC filing: View on IAPD