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- Custodian
- Charles Schwab & Company · Fidelity/NFS · RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2024
- Office Locations
- 20
Office Locations
About Diversify Wealth Management, LLC
Diversify Wealth Management is a federally registered RIA providing comprehensive planning, tax-focused strategies, investment management, insurance/risk management, and retirement and family office solutions. The firm serves individuals and families, business owners and executives, retirees, companies and retirement plans, and UHNW family offices. Its investment process builds diversified portfolios and may include alternative investments, supported by an internal team of CFAs, research analysts, traders, and alternatives specialists; securities are offered through affiliated broker-dealer DFPG Investments, LLC (FINRA/SIPC).
Reported data analysis
What the numbers show
Between July 25, 2025 and August 25, 2026, reported AUM increased 62.6%, from $2.5B to $4.1B.
Across 3 reported observations, AUM increased 796.9% between October 18, 2024 and August 25, 2026, from $458.1M to $4.1B.
Of the latest reported AUM, 93.0% is discretionary and 7.0% is non-discretionary.
The firm reports 70 advisory representatives and 4,857 clients, or 69.4 clients per representative. That equates to $845.8K in reported AUM per client.
The profile lists 20 reported office locations and 2 years in operation. The source data was last updated on August 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
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The full Diversify Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON ANDERSON
Chief Compliance Officer, Managing Director
- CRD
- #5867122
- Ownership
- Less than 5%
JOHN BRADLEY ANDERSON
Chief Operating Officer, Financial Advisor, General Partner
- CRD
- #6037308
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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David J Ali Jr
--
- CRD
- #6337159
Robin Leon Andersen
Wealth Advisor
- CRD
- #6897879
Showing 2 of 77 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,822,475,406 | $248,794 |
| Non-Discretionary | $285,800,949 | $112,564 |
| Total | $4,108,276,355 | $229,474 |
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Separately Managed Accounts
SMA allocation detail is available
Diversify Wealth Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Diversify Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.