firm profile
Diversify Advisory Services, LLC
Overview
Diversify Advisory Services, LLC is an SEC registered investment adviser based in South Jordan, UT, registered since 2023. It reports $4.6B in assets under management across 12,951 accounts, with 206 employees. It has 111 investment adviser representatives.
- Reported AUM
- $4.6B
- Discretionary
- 86%
- Accounts
- 12,951
- Average account
- $359K
- Employees
- 206
- Advisory reps
- 111
- Registered since
- 2023
- Jurisdictions
- 51
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 5
- Ryan Omer Smith President CRD 4340304
- Bryant Armstrong Chief Financial Officer CRD 4485318
- David Jay Wrigley Chief Investment Officer CRD 4821439
2 more executive officers, with direct contact details
Advisory reps 3 of 111
- Urban Walter Adams Insurance Agent · Investment Adviser Rep CRD 3213291
- Steven D Ahlmer Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4482805
- Zachary Dean Ahlmer Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7128254
108 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 10876 S River Front Pkwy Ste 600
South Jordan, UT 84095 - County
- Salt Lake
- Metro area
- Salt Lake City, UT
- Region
- West
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: parkview-wealth.com
Every state, with registration dates
Similar firms near South Jordan
- Diversify Wealth Management, LLCSouth Jordan, UT$4.1B AUM
- Ashworth Wealth, LLCSouth Jordan, UT$378M AUM
- Elysium Wealth Management, LLCSouth Jordan, UT$352M AUM
- Tencap Wealth CoachingSouth Jordan, UT$285M AUM
- JRS Wealth Management LLCSouth Jordan, UT$135M AUM
request a demo
See what we have on Diversify Advisory Services, LLC
We'll walk you through the full profile and how to find more firms like this one.