Investment adviser · CRD 145593
DIVERSIFY WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
FIRSTPURPOSE WEALTH LLC
OREM, UT, United States · Form ADV filed Mar 29, 2024
- Regulatory AUM
- $540M Form ADV · Item 5.F
- Client accounts
- 3,416 Accounts, not individual clients
- Employees
- 46 Reported in this filing
- Advisory professionals
- 24 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 | 209 | $305,852,507 | 56.6% |
| Individuals | 1,170 | $233,736,007 | 43.3% |
| Charities | Fewer than 5 | $325,854 | 0.1% |
| Corporations & businesses | Fewer than 5 | $306,443 | 0.1% |
Filing source
Form ADV 1847440 · Mar 29, 2024 · 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: Mar 29, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
462 E 800 NOREM, UT, 84097, United States
CRD 145593
Filing source
Form ADV 1847440 · Mar 29, 2024 · 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.