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Building 2DIVERSIFY WEALTH MANAGEMENT LLC

Map pinOREM, UT
Phone801-221-2939
NotebookSEC #801-68547
Total AUM
$540.2M
Employees
46
Clients
1,384

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
462 E 800 N
OREM
UT 84097
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
801-221-2939
Other Offices
2

ReceiptFinancials

Total AUM
$540.2M
Accounts
3,416
Discretionary
$531.2M
Accounts
3,376
Non-Discretionary
$9M
Accounts
40

ContactClients

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Individual Clients
1,170
AUM
$233.7M
HNW Individual Clients
209
AUM
$305.9M
Charitable Organization Clients
2
AUM
$325.9K
Corporation or Business Clients
3
AUM
$306.4K

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
AZCACOFLIDLANENVNYPASCTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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