Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness OwnersMedical Professionals
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
3,698 clients
Average Client Portfolio
$867K average
Assets Under Management
$3.2B

Fee Structure

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Location

462 E 800 N Orem, Ut, Usa, 84097, Orem, UT, 84097

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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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Other Business Activities

Bryant is involved in several outside business activities, including RGA Capital Investments, Creek 23 Capital, FirstPurpose Tax, KTC Properties, and KTB Ventures. His role as a tax advisor for FirstPurpose Tax takes about half of his time, while the other activities require minimal time commitment.

Employment History
Current Registrations
Diversify Advisory Services, LLC
February 2024 - Present · 2 yrs
Diversify Wealth Management, LLC
February 2024 - Present · 2 yrs
Previous Registrations
Diversify Wealth Management LLC
January 2018 - July 2024 · 6 yrs 6 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.