SourcingSourcing

DIVERSIFY WEALTH MANAGEMENT, LLC

C23
CRD 329878·SEC 801-129521·SANDY, UT
AUM
$4.11B
$1B+
Est. Revenue
$41.1M
@ 1% on AUM
Est. EBITDA
$12.3M
@ 30% margin
Est. Deal Value
$98.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DIVERSIFY WEALTH MANAGEMENT, LLC
CRD
329878
SEC file #
801-129521
EIN
934837681
DBA names
—

Economics

AUM
$4.11B
AUM band
$1B+
AUM trajectory
'25'26
$2.53B → $4.11B▲ +63%
Client mix
Individuals Other3,888
Individuals High Net Worth831
Pension Profit Sharing Plans114
Corporations24

Operations

Employees (total)
95
Advisory staff (per ADV)
70
Advisory staff (5-yr trend)
'25'26
48 advisors → 70 advisors▲ +46%
Primary office
SANDY UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
caliberwealthmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FALCON PARK CAPITAL, LC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
FALCON PARK CAPITAL, LC
ANDERSON, JASON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CALIBERWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2014-09-14T23:27:41Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
6
Form 5500 Total Compensation
174,115
Form 5500 Compensation Trajectory 3y
2025174,115
Form 5500 Plan Count Trajectory 3y
20256
Schedule C Total Compensation
174,115
Schedule C Service Provider Rows
7

SEC EDGAR

Edgar Cik
0002030780
Edgar Registered
Yes
Edgar Filing Count
10
Edgar First Filing Date
2024-08-08
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
8
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0002030780-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1939
Soi Zip Pct 200k Plus
0.0416
Soi Zip Returns 200k Plus
610
Soi Zip Total AGI
1,311,025
Fdic Zip Total Deposits
1,865,924,229,000
Fdic Zip Branch Count
369
Fdic Zip Top Banks
Ally Bank
American Express National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
31
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
9017 S. RIVERSIDE DR.SUITE 210SANDY, UT 84070
Business
9017 S. RIVERSIDE DR.SUITE 210SANDY, UT 84070
Edgar EIN
934837681
Edgar Recent Filings
13F-HR2026-05-01 · 0002030780-26-000002
13F-HR2026-02-03 · 0002030780-26-000001
Fdic Zip Branches Raw
First Interstate Bank of Utah, National AssociationSandy, UT
First Interstate Bank of Utah, National AssociationSandy, UT
Fdic Zip HHI
4297.01
Fdic Zip Top Bank Share Pct
59.08
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-14T23:27:41Z
Rdap Domain Last Changed
2024-09-15T18:02:18Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI47,909
Returns3,730
Stub 2
AGI146,396
Returns3,940
Stub 3
AGI158,486
Returns2,580
Soi Zip Total Business Income
20,662
Soi Zip Total Cap Gains
245,275
Soi Zip Total Dividends
11,281
Soi Zip Total Returns
14,650
Trust Company Affiliate
No

People (52)

52
Armstrong, Bryant
IAR · Executive Officer · 2.5%
4485318
ANDERSON, JOHN, BRADLEY
IAR · Executive Officer · 2.5%
6037308
ANDERSON, JASON
Executive Officer · 2.5%
5867122
SMITH, RYAN, OMER
Executive Officer · 2.5%
4340304
Eliza Jane Campbell
IAR
7934984
Matthew Cordery Rigby
IAR
6767980
Andreas Christian Caruso
IAR
8053448
SCOTT MATTHEW CARLSON
IAR
6418057
Kelby McMullin
IAR
6759383
LAUREN ELIZABETH LOUCKS
IAR
6418285
CHRISTIAN ALLEN WARD
IAR
6345102
BRAD LYONS WILSON
IAR
2897004
GREGORY ELMAN CALDWELL
IAR
6210980
Jacob Prior Sybrowsky
IAR
7954941
Taylor Barry Olsen
IAR
6946327
Trevor Kuresa
IAR
7787758
STEPHEN SCOTT HALL
IAR
6165378
Ruben E Vilorio
IAR
6767977
Albert Michael Demicell
IAR
1944753
JOSEPH RICHARDS BROADBENT
IAR
3132498
ADAM NATHAN TAYLOR
IAR
2756299
JASON LEE MCMULLIN
IAR
4400760
KENNETH G. BOWN
IAR
4773996
KRISTA B BAKER
IAR
5573045
Landon Wray
IAR
7234124
MARC EDWARD BROCK
IAR
2656422
ALEXANDER JOSEPH HAVILAND
IAR
6364128
DAVID B GARDNER
IAR
4825061
BENJAMIN THOMAS NEWHOUSE
IAR
3105894
Brandon R Hill
IAR
7638786
Todd Hills
IAR
5835638
Colton Austin Jensen
IAR
6760742
KYE DANIEL MOSER
IAR
6301842
ERIC JOSEPH VOEGELI
IAR
2951491
JENIFER LALANE CONNORS
IAR
6523942
JENNIFER HOPE NEWHOUSE
IAR
4641329
TODD MICHAEL NUTTALL
IAR
6323247
JOHN PETER NEWHOUSE
IAR
4081329
MICHAEL PATRICK MCCANN
IAR
2153183
MICHAEL JOSEPH MCHUGH
IAR
2839555
MICHAEL THOMAS REDMOND
IAR
3164646
Eddie Ghabour
IAR
3069984
Madison Mae Forrest
IAR
6841445
DANIEL JAMES LUKE
IAR
4324353
JAMES E SPAINHOWER
IAR
4145663
CHRISTOPHER LYNN COOK
IAR
3142516
TIMOTHY KIRKPATRICK WHIPPLE
IAR
2829688
ALEX CLAYTON LONG
IAR
6418229
JOSEPH ALBERT GHABOUR
IAR
4546873
Celeste Perian Kennard
IAR
6872373
JORDAN ANDREW HAMMER
IAR
6223055
GUADALUPE ARAMBULA CAMARGO
IAR
5086119