Diversify Wealth Management, LLC

$4.11BAssets under management
as of Sep 2026 · SEC Form ADV
South Jordan, UT
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Custodial Platform
Schwab
Per Form ADV · $257M held · filed Oct 2024
Equity Trust Company
Per Form ADV · $203M held · filed Oct 2024
Fidelity
Per Form ADV · filed Oct 2024