# Diversify Wealth Management, LLC

> Diversify Wealth Management, LLC is an SEC-registered investment advisory firm in South Jordan, UT, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 329878
- Filed as: DIVERSIFY WEALTH MANAGEMENT, LLC
- Also doing business as: CALIBER WEALTH MANAGEMENT, LLC, FIRSTPURPOSE WEALTH LLC, KEY ADVISORS WEALTH MANAGEMENT, PERSPECTIVE FINANCIAL SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: South Jordan, UT
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329878
- AdvisorCensus page: https://advisorcensus.com/firm/diversify-wealth-management-llc-south-jordan-ut-329878

## Quick answers

**How is Diversify Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Diversify Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Diversify Wealth Management, LLC located?**
Diversify Wealth Management, LLC's principal office is in South Jordan, UT, according to its Form ADV; the October 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Diversify Wealth Management, LLC registered with the SEC or a state?**
Diversify Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329878.

**How much does Diversify Wealth Management, LLC manage?**
Diversify Wealth Management, LLC reports $4,108,276,355 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (93% discretionary).

**How have Diversify Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Diversify Wealth Management, LLC: Regulatory assets under management: $458,072,364 in the October 2024 data and $4,108,276,355 in the October 2026 data, up 797%. Total employees: 46 in October 2024 and 95 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Diversify Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,888); high net worth individuals (831); pension and profit sharing plans (but not the plan participants or government pension plans) (114).

**Which custodians does Diversify Wealth Management, LLC use?**
Diversify Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and RBC Capital Markets, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Diversify Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329878

**What changed in Diversify Wealth Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Added an office in Santa Rosa, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- RBC Capital Markets, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,108,276,355
- Discretionary: $3,822,475,406
- Non-discretionary: $285,800,949

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,888 | $1,765,136,974 |
| High net worth individuals | 831 | $2,123,969,235 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 114 | $214,545,480 |
| Corporations or other businesses not listed above | 24 | $4,624,666 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 95 total, 70 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Grand Junction, CO
- Lewes, DE
- Orem, UT
- Phoneix, AZ
- Santa Rosa, CA

### Websites listed on Form ADV (Item 1.I)
- caliberwealthmanagement.com
- diversify.com
- firstpurpose.com
- keywealthmgmt.com
- moneyaz.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $458,072,364 | 46 | July 19, 2024 |
| October 2025 | $2,526,799,821 | 48 | July 25, 2025 |
| October 2026 | $4,108,276,355 | 95 | September 18, 2026 |

Regulatory assets under management: $458,072,364 in the October 2024 data and $4,108,276,355 in the October 2026 data, up 797%.
Total employees: 46 in October 2024 and 95 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Added an office in Santa Rosa, CA.

### April 2026
- No longer lists the business name Ljcooper Wealth Advisors.
- Employees performing advisory functions went from 48 to 70.
- Regulatory assets under management went from $2,526,799,821 to $4,108,276,355 (+63%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Diversify Wealth Management, LLC (CRD 329878): Form ADV filing data as of October 2026.