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DIVERSIFY WEALTH MANAGEMENT, LLC
CRD 329878File 801-129521
APPROVED
Retail clients
Custody
Filing as of Aug 3, 2026
Feed vintage Aug 17, 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
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
- No
Disclosure events
ADV Item 11This 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.