Diversify Wealth Management, LLC

Overview

Diversify Wealth Management, LLC is an SEC registered investment adviser based in South Jordan, UT, registered since 2024. It reports $4.1B in assets under management across 17,903 accounts, with 95 employees. It has 61 investment adviser representatives.

Reported AUM

$4.1B

Discretionary

93%

Accounts

17,903

Average account

$229K

Employees

95

Advisory reps

61

Registered since

2024

Jurisdictions

51

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Ryan Omer Smith Chief Executive Officer CRD 4340304
• Bryant Armstrong Chief Financial Officer CRD 4485318
• Jason Anderson Chief Compliance Officer CRD 5867122

1 more executive officer, with direct contact details

Advisory reps 3 of 61

• Robin Leon Andersen Jr. Insurance Agent · Investment Adviser Rep CRD 6897879
• Krista B Baker Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5573045
• Stacey Banks Registered Rep · Investment Adviser Rep CRD 8066584

58 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: keywealthmgmt.com

Every state, with registration dates

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