Diversify Wealth Management, LLC

CRD 329878 · Sandy, UT · $4.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 329878
SEC number: 801-129521
Firm type: RIA
Assets under management: $4.1B as of Mar 18, 2026
Website: www.caliberwealthmanagement.com ↗
Phone: 801-838-9999
Address: 9017 S Riverside Dr Suite 210, Sandy, UT, 84070

Advisors at this firm

69 in our index · page 2 of 2

Benjamin Thomas NewhouseCRD 3105894 · Springfield, MO

IA RegisteredBroker

Disclosure event(s) on record
Jennifer Hope NewhouseCRD 4641329 · Springfield, MO

IA RegisteredBroker
John Peter NewhouseCRD 4081329 · Edmond, OK

IA RegisteredBroker
Todd Michael NuttallCRD 6323247 · Orem, UT

IA RegisteredBroker
Taylor Barry OlsenCRD 6946327 · Orem, UT

IA Registered
William Carroll ParenteCRD 1243198 · Santa Rosa, CA

IA RegisteredBroker
Michael Thomas RedmondCRD 3164646 · Lewes, DE

IA RegisteredRegistration inactive

Disclosure event(s) on record
Matthew Cordery RigbyCRD 6767980 · Sandy, UT

IA RegisteredBroker
James E SpainhowerCRD 4145663 · Orem, UT

IA RegisteredBroker
Lauren Parente StapletonCRD 7232407 · Santa Rosa, CA

IA RegisteredBroker
Scott StrattonCRD 6794814 · Orem, UT

IA Registered
Jacob Prior SybrowskyCRD 7954941 · Orem, UT

IA Registered
Adam Nathan TaylorCRD 2756299 · Orem, UT

IA RegisteredBroker
Eric Joseph VoegeliCRD 2951491 · Parrish, FL

IA RegisteredBroker
Christian Allen WardCRD 6345102 · Orem, UT

IA RegisteredBroker
Gary Curtis WarnicaCRD 6978318 · Sandy, UT

IA RegisteredBroker
Timothy Kirkpatrick WhippleCRD 2829688 · Orem, UT

IA RegisteredBroker

Disclosure event(s) on record
Brad Lyons WilsonCRD 2897004 · 85014, AZ

IA Registered
Landon WrayCRD 7234124 · Orem, UT

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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