This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · RBC
- Clients
- Retail and Institutional
- Platforms
- CrestRidge wave +more
- Established Date
- 01-01-2024
- Office Locations
- 18
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).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Glacier unison
Signal matrix summit
- CRD
- #96431
- Ownership
- 33.8%
Showing 2 of 4 owners & executives
Unlock allContacts
David J Ali Jr
--
- CRD
- #6337159
Robin Leon Andersen
Wealth Advisor
- CRD
- #6897879
Summit atlas
Prime quantum
- CRD
- #96155
Showing 2 of 75 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,108,276,355
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $265,753,977 | 9.1% |
| Public Funds | $166,461,283 | 5.7% |
| Corporate - Investment Grade | $254,072,484 | 8.7% |
| Cash | $665,845,130 | 22.8% |
| Municipal Bonds | $727,172,971 | 24.9% |
| U.S. Government/Agency | $516,906,088 | 17.7% |
| Equity - OTC | $324,161,445 | 11.1% |
| Total | $2,920,373,378 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL OAK | FOCUS SIGNAL | 9F6RKEUOI | JNR | 8.76% | $40,499,574 |
| VERTEX OPTIMA HARBOR | RADIAL PATHWAY | 86DVP9EWU | EJL | 9.47% | $37,632,709 |
| MERIDIAN VALUE VALUE | EAGLE PATHWAY | P2V4UONIW | PXUEJ | 2.52% | $45,835,185 |
| WAVE WAVE OAK | RIDGE OAK | D0X3NIQRN | HHQ | 3.69% | $45,565,439 |
| LEGACY SIGNAL | OAK FOCUS | OEQ8XX16K | RUEYP | 1.77% | $22,668,216 |
| SUMMIT HORIZON | HORIZON CAPITAL | YFJUOVRB6 | BYYH | 11.27% | $4,299,562 |
| NORTH VITAL RADIAL | WAVE BEACON | 3LK09GVU2 | AAJBM | 7.27% | $80,662,506 |
| OAK FUSION | VALUE ATLAS | VMOA5MYI8 | HWIB | 12.22% | $70,184,471 |