Diversify Wealth Management, LLC
Diversify Wealth Management, LLC is an SEC-registered investment adviser headquartered in Sandy, Utah, United States. Formed in January 2024 through the merger of Diversify, Inc., Caliber Wealth Management, and FirstPurpose Wealth, the firm is wholly owned by Falcon Park Capital, LLC. Diversify offers comprehensive investment advisory and wealth management services to individuals, families, trusts, and institutions. The firm employs approximately 48 people, focusing on personalized financial and investment planning by integrating client needs, integrity, and diligence in all aspects of service.
Investment Strategy
Diversify Wealth Management provides customized portfolio management tailored to each client's objectives, time horizon, risk tolerance, tax considerations, and liquidity needs. The firm employs a disciplined investment philosophy rooted in diversification, asset allocation, quality, and patience. Its core strategies include Advisor Managed Solutions (IAR-directed portfolios with full or partial discretionary authority), Variable Managed Solutions (customized variable annuities), and access to third-party sub-advisors as appropriate. Investments encompass mutual funds, equities, fixed income, real estate securities, and alternative assets, always aiming to align client portfolios with both short- and long-term financial objectives.
Top Holdings
Equity Positions (534)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 3.57% | $57.8M | 576,325 | $83.46 | $95.32 | +$13.7M |
D DFAU | DIMENSIONAL ETF TRUST | 3.26% | $52.7M | 1,195,351 | $37.60 | $42.36 | +$6.5M |
S SPYV | SPDR SERIES TRUST | 3.02% | $48.9M | 910,472 | $50.27 | $52.34 | +$9.0M |
S SPY | SPDR S&P 500 ETF TR | 2.98% | $48.2M | 75,056 | $556.46 | $617.85 | +$7.3M |
N NVDA | NVIDIA CORPORATION | 2.71% | $43.9M | 239,615 | $129.17 | $157.99 | +$19.6M |