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Diversify Wealth Management, LLC

● SEC registered since 2024CRD 329878SEC# 801-129521Sandy, UT
Export (members)
Reg. AUM
$4.11B
Employees
95
Accounts
17,903
Location
Sandy, UT

Diversify Wealth Management, LLC assets under management

Diversify Wealth Management, LLC operates as an SEC-registered investment adviser based in Sandy, UT. The firm has been registered since 2024. It reports $4.1 billion in regulatory assets under management and employs 95 people.
www.caliberwealthmanagement.comView on SEC.gov ↗

Diversify Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Bryant ArmstrongChief Financial OfficerUnder 5%2024
Falcon Park Capital, LC ControlLimiited Liability CompanyOver 75%2024
Jason Anderson ControlChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Diversify Wealth Management, LLC manage?

Diversify Wealth Management, LLC reports $4.1 billion in regulatory assets under management on its Form ADV.

How many employees does Diversify Wealth Management, LLC have?

Diversify Wealth Management, LLC reports 95 employees.

Where is Diversify Wealth Management, LLC located?

Diversify Wealth Management, LLC is based in Sandy, UT and has been SEC-registered since 2024.

Does Diversify Wealth Management, LLC disclose fund performance?

Diversify Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9017 S Riverside Dr Suite 210, Sandy, UT 84070
Phone801-838-9999
Office hours9:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK2030780
Discloses disciplinary historyNo

Regulatory AUM

$4.11B▲ 80%
Feb '25 — $2.29BMar '25 — $2.53BApr '25 — $2.53BMay '25 — $2.53BJun '25 — $2.53BJul '25 — $2.53BAug '25 — $2.53BSep '25 — $2.53BOct '25 — $2.53BNov '25 — $2.53BDec '25 — $2.53BJan '26 — $2.53BFeb '26 — $2.53BMar '26 — $4.11BApr '26 — $4.11BMay '26 — $4.11BJun '26 — $4.11B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers

Assets under management

$4.11Bregulatory AUM
Discretionary $3.82BNon-discretionary $285.8M