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DIVERSIFY WEALTH MANAGEMENT, LLC

SOUTH JORDAN, UT · CRD 329878 · IAPD ↗ · caliberwealthmanagement.com · 8018389999

$4.11BRegulatory AUM
70Advisory reps
95Employees
0Clients
11-25Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
September 2026 — DIVERSIFY WEALTH MANAGEMENT, LLC moved its main office from SANDY, UT to SOUTH JORDAN, UT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
September 2026 — DIVERSIFY WEALTH MANAGEMENT, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2026 — DIVERSIFY WEALTH MANAGEMENT, LLC reported RAUM up 63% ($2.53B -> $4.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — DIVERSIFY WEALTH MANAGEMENT, LLC grew from 48 to 70 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
April 2025 — DIVERSIFY WEALTH MANAGEMENT, LLC changed its website from firstpurpose.com to caliberwealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
85
April 2025 — DIVERSIFY WEALTH MANAGEMENT, LLC grew from 24 to 48 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2025 — DIVERSIFY WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($458.1M -> $2.29B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
November 2024 — DIVERSIFY WEALTH MANAGEMENT, LLC changed its website from caliberwealthmanagement.com to firstpurpose.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
August 2024 — DIVERSIFY WEALTH MANAGEMENT, LLC added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
August 2024 — DIVERSIFY WEALTH MANAGEMENT, LLC notice-filed in AK, AL, AR, CA, CT, DC, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, RI, SC, SD, TN, VT, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — DIVERSIFY WEALTH MANAGEMENT, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
98
March 2024 — DIVERSIFY WEALTH MANAGEMENT, LLC (SANDY, UT) is newly SEC-registered with $458.1M RAUM and 24 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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