Diversify Wealth Management, LLC
Assets Under Management
$2.5B
Number of Clients
4,997
Number of Advisors
74
Average Client AUM
$506K
AUM per Advisor
$34.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Diversify Wealth Management, LLC is an SEC-registered investment adviser offering financial planning, corporate consulting, family office services, and portfolio/investment management. They provide investment advice primarily in mutual funds, equities, bond funds, real estate securities, private equity, structured notes, and ETFs. They offer services through various platforms including AMS, OMS, DMS, VMS, and TMS.
Fee Structure
Diversify is compensated for services based on clients’ assets under management and also charges fixed or hourly fees for financial planning and consulting. Fees vary depending on the platform or service selected and may be negotiable. Family office services are charged as a flat fee, paid quarterly in advance, and are negotiated depending on the nature of the relationship and complexity of services to be provided, generally not exceeding $1 million.
Areas of Practice
Location
9017 S Riverside Dr Suite 210, Sandy, UT, 84070