DIVERSIFY WEALTH MANAGEMENT, LLC

Tel: 801-838-9999 9017 S Riverside Dr Suite 210 Sandy, Utah 84070

About DIVERSIFY WEALTH MANAGEMENT, LLC

DIVERSIFY WEALTH MANAGEMENT, LLC is a Sandy, Utah based financial advisory firm with nearly $2,287,672,457 in assets under management and provides investment advisory services for 15718 clients. There are currently 46 financial advisors at the firm.

General Information
Firm CRD#:

329878

Firm SEC#:

801-129521

Assets Under Management:

$2,287,672,457

No. of Clients:

15718

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Utah?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Utah, Sandy

FirmCRD#:159127
SEC#:801-72790
No. of Advisors:2300
No. of Clients:132
AUM:$47,001,314,000
FirmCRD#:326060
SEC#:801-128675
No. of Advisors:156
No. of Clients:14301
AUM:$3,206,698,268
FirmCRD#:316623
SEC#:801-129523
No. of Advisors:2300
No. of Clients:4
AUM:$725,883,937
FirmCRD#:126983
SEC#:801-65548
No. of Advisors:16
No. of Clients:2700
AUM:$632,116,727
FirmCRD#:299249
SEC#:801-120516
No. of Advisors:18
No. of Clients:2712
AUM:$200,605,006

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.