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Michael Amado Larriva

Diversify Wealth Management, LLC

Phoenix, AZ

South Jordan, UT

CRD 2402601

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Employer firm

Diversify Wealth Management, LLC CRD 329878

$4.11B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Diversify Wealth Management, Llc

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-12
AZ RA APPROVED 2024-07-18
  • TX RA
    APPROVED
    Since 2025-08-12
  • AZ RA
    APPROVED
    Since 2024-07-18

Branch Locations

1440 E Missouri Ave Suite 250, Phoenix, AZ 85014 • United States

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Perspective Financial Services, Llc Phoenix AZ 09/2007 03/2023
Thrivent Advisor Network Llc Dba Perspective Financial Services Phoenix AZ 03/2023 Present
Diversify Wealth Management Sandy UT 07/2024 Present
  • 09/2007 → 03/2023
    Perspective Financial Services, Llc
    Phoenix, AZ
  • 03/2023 → Present
    Thrivent Advisor Network Llc Dba Perspective Financial Services
    Phoenix, AZ
  • 07/2024 → Present
    Diversify Wealth Management
    Sandy, UT
Previous Registrations
  • 2023-03-21 → 2024-08-15
    Thrivent Advisor Network, Llc
    Phoenix, AZ
    Minneapolis, MN
  • 2007-10-02 → 2023-04-04
    Perspective Financial Services Llc
    Phoenix, AZ
  • 1999-01-20 → 2007-09-14
    Ives Asset Management Inc
    Phoenix, AZ
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-09
S63 Uniform Securities Agent State Law Examination 1993-10-08
  • S65 Uniform Investment Adviser Law Examination
    1996-01-09
  • S63 Uniform Securities Agent State Law Examination
    1993-10-08
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

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