RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Utah
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 25, 2025
Branch Offices
5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ANDERSON, JASONICHIEF COMPLIANCE OFFICERNA Control
ANDERSON, JASONICHIEF COMPLIANCE OFFICERNA Control
ANDERSON, JASONICHIEF COMPLIANCE OFFICERNA Control
ANDERSON, JOHN, BRADLEYICHIEF OEPRATIONS OFFICERNA
ANDERSON, JOHN, BRADLEYICHIEF OEPRATIONS OFFICERNA
ANDERSON, JOHN, BRADLEYICHIEF OEPRATIONS OFFICERNA
ANDERSON, JOHN, BRADLEYICHIEF OEPRATIONS OFFICERNA
ANDERSON, JOHN, BRADLEYICHIEF OEPRATIONS OFFICERNA
ANDERSON, JOHN, BRADLEYICHIEF OEPRATIONS OFFICERNA
ANDERSON, JOHN, BRADLEYICHIEF OEPRATIONS OFFICERNA
ANDERSON, JOHN, BRADLEYICHIEF OEPRATIONS OFFICERNA
ANDERSON, JOHN, BRADLEYICHIEF OEPRATIONS OFFICERNA
ANDERSON, JOHN, BRADLEYICHIEF OPERATING OFFICERNA
ANDERSON, JOHN, BRADLEYICHIEF OPERATING OFFICERNA
ANDERSON, JOHN, BRADLEYICHIEF OPERATING OFFICERNA
Armstrong, BryantICHIEF FINANCIAL OFFICERNA
Armstrong, BryantICHIEF FINANCIAL OFFICERNA
Armstrong, BryantICHIEF FINANCIAL OFFICERNA
Armstrong, BryantICHIEF FINANCIAL OFFICERNA
Armstrong, BryantICHIEF FINANCIAL OFFICERNA
Armstrong, BryantICHIEF FINANCIAL OFFICERNA
Armstrong, BryantICHIEF FINANCIAL OFFICERNA
Armstrong, BryantICHIEF FINANCIAL OFFICERNA
Armstrong, BryantICHIEF FINANCIAL OFFICERNA
Armstrong, BryantICHIEF FINANCIAL OFFICERNA
Armstrong, BryantICHIEF FINANCIAL OFFICERNA
Armstrong, BryantICHIEF FINANCIAL OFFICERNA
POWELL, JANICE, MARIEICHIEF COMPLIANCE OFFICERNA
POWELL, JANICE, MARIEICHIEF COMPLIANCE OFFICERNA
POWELL, JANICE, MARIEICHIEF COMPLIANCE OFFICERNA
POWELL, JANICE, MARIEICHIEF COMPLIANCE OFFICERNA
POWELL, JANICE, MARIEICHIEF COMPLIANCE OFFICERNA
POWELL, JANICE, MARIEICHIEF COMPLIANCE OFFICERNA
POWELL, JANICE, MARIEICHIEF COMPLIANCE OFFICERNA
POWELL, JANICE, MARIEICHIEF COMPLIANCE OFFICERNA
POWELL, JANICE, MARIEICHIEF COMPLIANCE OFFICERNA
SMITH, RYAN, OMERICHIEF EXECUTIVE OFFICERNA
SMITH, RYAN, OMERICHIEF EXECUTIVE OFFICERNA
SMITH, RYAN, OMERICHIEF EXECUTIVE OFFICERNA
SMITH, RYAN, OMERICHIEF EXECUTIVE OFFICERNA
SMITH, RYAN, OMERICHIEF EXECUTIVE OFFICERNA
SMITH, RYAN, OMERICHIEF EXECUTIVE OFFICERNA
SMITH, RYAN, OMERICHIEF EXECUTIVE OFFICERNA
SMITH, RYAN, OMERICHIEF EXECUTIVE OFFICERNA
SMITH, RYAN, OMERICHIEF EXECUTIVE OFFICERNA
SMITH, RYAN, OMERICHIEF EXECUTIVE OFFICERNA
SMITH, RYAN, OMERICHIEF EXECUTIVE OFFICERNA
SMITH, RYAN, OMERICHIEF EXECUTIVE OFFICERNA
FALCON PARK CAPITAL, LCDELIMIITED LIABILITY COMPANYE Control
FALCON PARK CAPITAL, LCDELIMIITED LIABILITY COMPANYE Control
FALCON PARK CAPITAL, LCDELIMIITED LIABILITY COMPANYE Control
FALCON PARK CAPITAL, LCDELIMIITED LIABILITY COMPANYE Control
FALCON PARK CAPITAL, LCDELIMIITED LIABILITY COMPANYE Control
FALCON PARK CAPITAL, LCDELIMIITED LIABILITY COMPANYE Control
FALCON PARK CAPITAL, LCDELIMIITED LIABILITY COMPANYE Control
FALCON PARK CAPITAL, LCDELIMIITED LIABILITY COMPANYE Control
FALCON PARK CAPITAL, LCDELIMIITED LIABILITY COMPANYE Control
FALCON PARK CAPITAL, LCDELIMIITED LIABILITY COMPANYE Control
FALCON PARK CAPITAL, LCDELIMIITED LIABILITY COMPANYE Control
FALCON PARK CAPITAL, LCDELIMIITED LIABILITY COMPANYE Control

Registrations

Federal

IA
Jul 25, 2025 REGISTERED

Notice Filings (50)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV

Address

9017 S RIVERSIDE DR SUITE 210
SANDY, UT 84070
United States
Phone: 801-838-9999