Diversify Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sandy, UT. Its latest Form ADV filing, dated March 18, 2026, reports $4.1B in regulatory assets under management, 95 employees, 5 offices, and 17,903 accounts.
Assets Under Management
$4.1B
Employees
95
Offices
5 offices
Total Clients
4,857
Primary office
SANDY, UT
9017 S RIVERSIDE DR SUITE 210, SANDY, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.0% of total clients.
Top client categories% of clientsClients
1
Individuals
80.0%
3,888
2
HNWI
17.1%
831
3
Pension Plans
2.3%
114
4
Corporations
0.5%
24
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.1Bas of March 18, 2026
Discretionary93.0%
$3.8B
93% of total RAUM93.0%
Non-discretionary7.0%
$286M
7% of total RAUM7.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.1B
Total Accounts17,903
10Y AUM Change+$3.7B (+796.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees95
Clients per Employee51:1
10Y Employee Change+49 (+106.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.