Investment adviser · CRD 329878
DIVERSIFY WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
SOUTH JORDAN, UT, United States · Form ADV filed Sep 18, 2026
- Regulatory AUM
- $4.11B Form ADV · Item 5.F
- Client accounts
- 17,903 Accounts, not individual clients
- Employees
- 95 Reported in this filing
- Advisory professionals
- 70 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 831 | $2,123,969,235 | 51.7% |
| Individuals | 3,888 | $1,765,136,974 | 43.0% |
| Retirement plans | 114 | $214,545,480 | 5.2% |
| Corporations & businesses | 24 | $4,624,666 | 0.1% |
Filing source
Form ADV 2133418 · Sep 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
10876 S RIVER FRONT PKWY, SUITE 600SOUTH JORDAN, UT, 84095, United States
CRD 329878
Filing source
Form ADV 2133418 · Sep 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.