Diversify Advisory Services, LLC
● SEC registered since 2023CRD 326060SEC# 801-128675Sandy, UT
Reg. AUM
$4.65B
Employees
206
Accounts
12,951
Location
Sandy, UT
Diversify Advisory Services, LLC assets under management
Diversify Advisory Services, LLC is an SEC-registered investment adviser based in Sandy, UT. The firm has been registered since 2023. It reports $4.6 billion in regulatory assets under management and employs 206 people.
Diversify Advisory Services, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryant Armstrong | Cfo | Under 5% | 2024 |
| David Jay Wrigley | Chief Investment Officer | Under 5% | 2024 |
| Falcon Park Capital, LLC Control | Limited Liability Company | Over 75% | 2019 |
| Jason Anderson Control | Cco | Under 5% | 2024 |
| John Bradley Anderson Control | Coo | Under 5% | 2023 |
| Ryan Omer Smith Control | President | 10-25% | 2013 |
Frequently asked questions
How much does Diversify Advisory Services, LLC manage?
Diversify Advisory Services, LLC reports $4.6 billion in regulatory assets under management on its Form ADV.
How many employees does Diversify Advisory Services, LLC have?
Diversify Advisory Services, LLC reports 206 employees.
Where is Diversify Advisory Services, LLC located?
Diversify Advisory Services, LLC is based in Sandy, UT and has been SEC-registered since 2023.
Does Diversify Advisory Services, LLC disclose fund performance?
Diversify Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9017 S Riverside Dr., Suite 210, Sandy, UT 84070 |
| Phone | 801-890.7577 |
| Fax | 801-838-9988 |
| Office hours | 8:00 a.m. - 5:00 p.m. Mst |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2021232 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.65B▲ 45%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,306 advisers
EmployeesTop 4%
More than 96% of 16,824 advisers
Assets under management
$4.65Bregulatory AUM
Discretionary $4.02BNon-discretionary $633M