Assets Under Management
$2.5B
Number of Clients
4,997
Number of Advisors
74
Average Client AUM
$506K
AUM per Advisor
$34.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Diversify Wealth Management offers financial planning, consulting, and investment management services through various platforms. They provide customized portfolios, retirement plan consulting, and family office services. They strive to put clients' needs first and maintain integrity.
9017 S Riverside Dr Suite 210, Sandy, UT, 84070