| 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 |
Diversify Wealth Management, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.
Diversify Wealth Management, LLC reports 48 employees.
Diversify Wealth Management, LLC is based in Sandy, UT and has been SEC-registered since 2024.
Diversify Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9017 S Riverside Dr Suite 210, Sandy, UT 84070 |
| 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 |
| Discretionary | $2.51B |
| Non-discretionary | $17.2M |
| Total (RAUM) | $2.53B |