Diversify Advisory Services, LLC
Diversify Advisory Services, LLC is a federally registered investment adviser headquartered in Sandy, Utah. It was formed in January 2024 by combining several SEC-registered investment advisers including Diversify, Inc., Caliber Wealth Management, and FirstPurpose Wealth. The firm is a subsidiary of Falcon Park Capital, LLC, and is affiliated with DFPG Investments, LLC, and other investment entities. Diversify provides advisory services to a broad array of clients, such as individuals, trusts, employee benefit plans, and other legal entities. The firm emphasizes personalized financial planning, diligence, and ethical service, serving clients primarily in the United States with a focus on long-term wealth management and fiduciary responsibility. Estimated employee count is not directly listed.
Investment Strategy
Diversify tailors investment advisory services to the individual goals, risk tolerance, and needs of its clients. The advisory approach includes gathering detailed financial information, defining client objectives, and establishing a customized asset allocation. Investment recommendations are primarily in mutual funds, equities, bond funds, and real estate securities. The firm offers a linear advisory fee schedule, with decreasing percentages as assets under management increase. Diversify places emphasis on personal attention, integrity, and a fiduciary standard, striving to put clients’ interests ahead of its own. Clients may also impose restrictions or limitations on investment types within their managed accounts.
Top Holdings
Equity Positions (817)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.66% | $200.2M | 1,093,200 | $113.86 | $157.99 | +$111.5M |
S SPY | SPDR S&P 500 ETF TR | 6.17% | $161.2M | 250,753 | $564.73 | $617.85 | +$47.0M |
Q QQQ | INVESCO QQQ TR | 4.01% | $104.7M | 180,500 | $494.14 | $551.64 | +$40.0M |
B BKLN | INVESCO EXCH TRADED FD TR II | 3.27% | $85.5M | 4,080,657 | $21.09 | $20.92 | +$4.4M |
G GLD | SPDR GOLD TR | 2.90% | $75.8M | 245,968 | $241.99 | $304.83 | -$6.1M |