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Diversify Advisory Services, LLC

● SEC registered since 2023CRD 326060SEC# 801-128675Sandy, UT
Export (members)
Reg. AUM
$3.21B
Employees
171
Accounts
8,318
Location
Sandy, UT

Diversify Advisory Services, LLC assets under management

Diversify Advisory Services, LLC is an SEC-registered investment adviser based in Sandy, UT. The firm has been registered since 2023. It reports $3.2 billion in regulatory assets under management and employs 171 people.

Diversify Advisory Services, LLC owners & executives

6 reported
NameTitleOwnershipSince
Bryant ArmstrongCfoUnder 5%2024
David Jay WrigleyChief Investment OfficerUnder 5%2024
Falcon Park Capital, LLC ControlLimited Liability CompanyOver 75%2019
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Frequently asked questions

How much does Diversify Advisory Services, LLC manage?

Diversify Advisory Services, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.

How many employees does Diversify Advisory Services, LLC have?

Diversify Advisory Services, LLC reports 171 employees.

Where is Diversify Advisory Services, LLC located?

Diversify Advisory Services, LLC is based in Sandy, UT and has been SEC-registered since 2023.

Does Diversify Advisory Services, LLC disclose fund performance?

Diversify Advisory Services, 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
Phone801-890.7577
Fax801-838-9988
Office hours8:00 a.m. - 5:00 p.m. Mst
SEC regionDenver Regional Office (DRO)
CIK2021232
Discloses disciplinary historyNo

Assets under management

Discretionary$3.17B
Non-discretionary$32.9M
Total (RAUM)$3.21B