Celeste Perian Kennard

Diversify Wealth Management, LLC

5 Years of Experience

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

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.

Employment History

Current Registrations

Diversify Wealth Management, LLC

February 2024 - Present · 2 yrs

Previous Registrations

Diversify Wealth Management LLC

September 2021 - July 2024 · 2 yrs 10 mos

Medicus Wealth Planning, INC.

January 2020 - August 2021 · 1 yr 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.