BW
CFP
BW
CFP

Brad Lyons Wilson

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness OwnersMedical Professionals
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
4,997 clients
Average Client Portfolio
$506K average
Assets Under Management
$2.5B

Fee Structure

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Location

9017 S Riverside Dr Suite 210, Sandy, UT, 84070

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Diversify Wealth Management, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Washington Square Securities, INC.
May 2000 - November 2002 · 2 yrs 6 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Brad Lyons Wilson - Financial Advisor | TrueAdvisor