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Diversify Wealth Management, LLC CRD 329878
$4.11B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-03-05 |
Branch Locations
462 E 800 N, Orem, UT 84097 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firstpurpose Wealth | Orem | UT | 12/2015 | 02/2024 |
| Diversify Wealth Management, Llc | Sandy | UT | 02/2024 | Present |
FirstPurpose Tax (not investment related) 462 E 800 N, Orem, UT 84097 Tax and accounting services Tax Manager/Partner Started in December 2015 140 hours per month Provide tax and accounting advice to clients KTC Investments 462 E 800 N, Orem, UT 84097 Passive Owner of the building our company is in Started in January of 2023 0 hour per month Own partial shares of property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-20 |
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