DIVERSIFY WEALTH MANAGEMENT, LLC
CRD #329878 SEC #801-129521 SANDY, UT 801-838-9999
SEC Registered
Total AUM
$2.5B
Discretionary
$2.5B
Employees
48
Clients
--
Accounts
12,760
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $2.5B | $2.5B | $17.2M | 48 | 0 |
| Jun 2025 | $2.5B | $2.5B | $17.2M | 48 | 0 |
| Apr 2025 | $2.5B | $2.5B | $17.2M | 48 | 0 |
| Feb 2025 | $2.3B | $2.3B | $12.7M | 46 | 0 |
| Oct 2024 | $458.1M | $457.8M | $288.9K | 46 | 0 |
| Oct 2024 | $458.1M | $457.8M | $288.9K | 46 | 0 |
| Jul 2024 | $458.1M | $457.8M | $288.9K | 46 | 0 |
| Jul 2024 | $458.1M | $457.8M | $288.9K | 46 | 0 |
| Apr 2024 | $458.1M | $457.8M | $288.9K | 46 | 0 |
| Feb 2024 | $458.1M | $457.8M | $288.9K | 46 | 0 |
| Feb 2024 | $458.1M | $457.8M | $288.9K | 46 | 0 |
| Jan 2024 | $458.1M | $457.8M | $288.9K | 46 | 0 |
DateJul 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$17.2M
Employees48
Clients0
DateJun 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$17.2M
Employees48
Clients0
DateApr 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$17.2M
Employees48
Clients0
DateFeb 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$12.7M
Employees46
Clients0
DateOct 2024
Total AUM$458.1M
Discretionary$457.8M
Non-Disc.$288.9K
Employees46
Clients0
DateOct 2024
Total AUM$458.1M
Discretionary$457.8M
Non-Disc.$288.9K
Employees46
Clients0
DateJul 2024
Total AUM$458.1M
Discretionary$457.8M
Non-Disc.$288.9K
Employees46
Clients0
DateJul 2024
Total AUM$458.1M
Discretionary$457.8M
Non-Disc.$288.9K
Employees46
Clients0
DateApr 2024
Total AUM$458.1M
Discretionary$457.8M
Non-Disc.$288.9K
Employees46
Clients0
DateFeb 2024
Total AUM$458.1M
Discretionary$457.8M
Non-Disc.$288.9K
Employees46
Clients0
DateFeb 2024
Total AUM$458.1M
Discretionary$457.8M
Non-Disc.$288.9K
Employees46
Clients0
DateJan 2024
Total AUM$458.1M
Discretionary$457.8M
Non-Disc.$288.9K
Employees46
Clients0