Diversify Wealth Management, LLC
● SEC registered since 2024CRD 329878SEC# 801-129521South Jordan, UT
Reg. AUM
$4.11B
Employees
95
Accounts
17,903
Location
South Jordan, UT
Diversify Wealth Management, LLC assets under management
Diversify Wealth Management, LLC operates as an SEC-registered investment adviser based in South Jordan, UT. The firm has been registered since 2024. It reports $4.1 billion in regulatory assets under management and employs 95 people.
Diversify Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryant Armstrong | Chief Financial Officer | Under 5% | 2024 |
| Falcon Park Capital, LC Control | Limiited Liability Company | Over 75% | 2024 |
| Jason Anderson Control | Chief Compliance Officer | Under 5% | 2025 |
| John Bradley Anderson | Chief Operating Officer | Under 5% | 2024 |
| Ryan Omer Smith | Chief Executive Officer | Under 5% | 2024 |
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 South Jordan, 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
| Address | 10876 S River Front Pkwy, Suite 600, South Jordan, UT 84095 |
| Phone | 801-838-9999 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2030780 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.11B▲ 80%
Feb '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,340 advisers
EmployeesTop 7%
More than 93% of 16,820 advisers
Assets under management
$4.11Bregulatory AUM
Discretionary $3.82BNon-discretionary $285.8M