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Building 2DIVERSIFY WEALTH MANAGEMENT, LLC

Map pinSANDY, UT
Phone801-838-9999
NotebookSEC #801-129521
Total AUM
$4.1B
Employees
95
Clients
4,857

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9017 S RIVERSIDE DR SUITE 210
SANDY
UT 84070
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
801-838-9999
Other Offices
5

ReceiptFinancials

Total AUM
$4.1B
Accounts
17,903
Discretionary
$3.8B
Accounts
15,364
Non-Discretionary
$285.8M
Accounts
2,539

ContactClients

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Individual Clients
3,888
AUM
$1.8B
HNW Individual Clients
831
AUM
$2.1B
Pension/Profit Sharing Plan Clients
114
AUM
$214.5M
Corporation or Business Clients
24
AUM
$4.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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