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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 | 2025-05-27 |
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 |
|---|---|---|---|---|
| Utah Valley University | Orem | UT | 01/2010 | 06/2023 |
| Ensign College | Salt Lake City | UT | 08/2023 | Present |
| Hyde Park Holdings Llc | Provo | UT | 06/2023 | Present |
| Diversify Wealth Management, Llc | Orem | UT | 07/2024 | Present |
Through Hyde Park Holdings I work as a Master Strategic Partner with B10 Capital. We provide tax consulting for businesses and individuals. I am a co-trustee on a family trust and a contingent trustee on a trust for one of my wife's relatives.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-22 |
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