DIVERSIFY WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$4,108,276,355
Discretionary
$3,822,475,406
Non-discretionary
$285,800,949
Firm details
- CRD number
- 329878
- SEC file number
- 801-129521
- Main office
- SOUTH JORDAN, UT, United States
- Employees
- 95
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.