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DIVERSIFY WEALTH MANAGEMENT LLC

OREM, UT · CRD 145593 · IAPD ↗ · ljcooper.com · 801-221-2939

$540.2MRegulatory AUM
24Advisory reps
46Employees
3Clients
More than 500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2024 — DIVERSIFY WEALTH MANAGEMENT LLC (OREM, UT) left the SEC roster (was $540.2M RAUM, 24 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2024 — DIVERSIFY WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($458.1M -> $540.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
February 2024 — FIRSTPURPOSE WEALTH LLC is now doing business as DIVERSIFY WEALTH MANAGEMENT LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.