DIVERSIFY ADVISORY SERVICES, LLC

DIVERSIFY ADVISORY SERVICES, LLC of SOUTH JORDAN, UT is an SEC-registered investment adviser (CRD 326060). Regulatory assets under management: $4.6B.

Registration

• CRD: 326060
• SEC file number: 801-128675
• Type: Registered investment adviser
• Location: 10876 S RIVER FRONT PKWY, SOUTH JORDAN, UT, 84095
• Phone: 801-890.7577
• Latest filing: 2026-08-03
• Regulatory AUM: $4.6B
• Discretionary AUM: $4.0B
• Non-discretionary AUM: $633.0M
• Clients: 206
• Accounts: 12,951

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (14)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326060 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search