DIVERSIFY ADVISORY SERVICES, LLC

CRD 326060File 801-128675

APPROVED

Retail clients

Custody

Filing as of Aug 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$4.65B

Top 25% of cohort (national)

Discretionary AUM

$4.02B

Non-discretionary $633.0M

Clients

5,322

12,951 accounts

Employees

206

Top 10% of cohort in UT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Aug 31, 2023
Principal office: 10876 S RIVER FRONT PKWY, SUITE 600, SOUTH JORDAN, UT, 84095
Phone: 801-890.7577
Website: https://resilientwm.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $4.65B
Discretionary AUM: $4.02B
Non-discretionary AUM: $633.0M
Discretionary accounts: 7,790
Non-discretionary accounts: 5,161
Total accounts: 12,951
AUM per client: $874K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	16	$14.7M
High net worth individuals	802	$2.03B
Pension and profit sharing plans	106	$278.6M
Individuals (other than high net worth individuals)	4,398	$2.33B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.