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AH
CFP
AH
CFP

Alexander Joseph Haviland

Diversify Wealth Management, LLC
11 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness OwnersMedical Professionals
Diversify Wealth Management, LLC
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

Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2023
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Alexander is a financial strategist on the board of directors for Next Step Warehouses and owner of FirstPurpose Tax, KTC Properties, and KTB Ventures. These activities require minimal time commitment.

Employment History
Current Registrations
Diversify Wealth Management, LLC
March 2024 - Present · 1 yr 11 mos
Dfpg Investments, LLCBroker
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
Diversify Wealth Management LLC
November 2014 - July 2024 · 9 yrs 8 mos
State Registrations12 states
CAFLHIIDINKYNJNYOHTXUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.