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DIVERSIFY WEALTH MANAGEMENT, LLC
CRD 329878File 801-129521
APPROVED
Retail clients
Custody
Filing as of Sep 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.11B
Top 25% of cohort (national)
Discretionary AUM
$3.82B
Non-discretionary $285.8M
Clients
4,857
17,903 accounts
Employees
95
Top 10% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 16, 2024
- Principal office
- 10876 S RIVER FRONT PKWY, SUITE 600, SOUTH JORDAN, UT, 84095
- Phone
- 8018389999
- Website
- https://diversify.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.11B
- Discretionary AUM
- $3.82B
- Non-discretionary AUM
- $285.8M
- Discretionary accounts
- 15,364
- Non-discretionary accounts
- 2,539
- Total accounts
- 17,903
- AUM per client
- $846K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $4.6M |
| High net worth individuals | 831 | $2.12B |
| Pension and profit sharing plans | 114 | $214.5M |
| Individuals (other than high net worth individuals) | 3,888 | $1.77B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 48 | 95 | increased by47 |
| Apr 1, 2026 | Clients | 4,997 | 4,857 | decreased by140 |
| Apr 1, 2026 | AUM | $2,526,799,821 | $4,108,276,355 | increased by$1,581,476,534 |
| Apr 1, 2026 | Accounts | 12,760 | 17,903 | increased by5,143 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DIVERSIFY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DIVERSIFY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.