Advisors registered through Diversify Wealth Management, LLC

Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.

Advisor	Firm	Branch	Here since	In industry	Prior firms	States
James E Spainhower Chartered Financial Consultant · dual registrant	Diversify Wealth Management, LLC independent RIA	South Jordan, Ut	Mar 27, 2024	26 y	5	1
Lauren Parente Stapleton dual registrant	Diversify Wealth Management, LLC independent RIA	Santa Rosa, Ca	May 15, 2026	12 y	2	3
Scott Stratton Certified Financial Planner	Diversify Wealth Management, LLC independent RIA	South Jordan, Ut	Mar 14, 2024	16 y	1	1
J•••• P•••• S••••••••	D•••••••• W••••• M••••••••• L•• independent RIA	Orem, Ut	May 27, 2025	16 y	0	1
A••• N••••• T••••• Certified Financial Planner · dual registrant	D•••••••• W••••• M••••••••• L•• independent RIA	South Jordan, Ut	Mar 5, 2024	30 y	4	1
C•••••••• A•••• W••• dual registrant	D•••••••• W••••• M••••••••• L•• independent RIA	Orem, Ut	Mar 5, 2024	19 y	1	2
G••• C••••• W•••••• dual registrant	D•••••••• W••••• M••••••••• L•• independent RIA	Sandy, Ut	Jan 7, 2025	36 y	2	2
T•••••• K••••••••• W•••••• Certified Financial Planner · dual registrant	D•••••••• W••••• M••••••••• L•• independent RIA	South Jordan, Ut	Mar 5, 2024	29 y	5	3
B••• L•••• W••••• Certified Financial Planner	D•••••••• W••••• M••••••••• L•• independent RIA	South Jordan, Ut	Jan 8, 2025	29 y	1	2
L••••• W••• dual registrant	D•••••••• W••••• M••••••••• L•• independent RIA	South Jordan, Ut	Mar 5, 2024	10 y	1	2

The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.

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60 advisors match.