Diversify Wealth Management, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 329878
· SEC file 801-129521
· Sandy, UT
· www.caliberwealthmanagement.com
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ADV data as of Mar 18, 2026
- Regulatory AUM
- $4.1B
- Discretionary
- $3.8B
- Clients
- 4,857
- Avg AUM / client
- $846K
- Accounts
- 17,903
- Employees
- 95
AUM over time
$458M
$4.1B
Dec 2023
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Investments (13F portfolio — 1,137 positions, $5,608,523,353)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $274,034,277 | 2,101,701 | 4.89% | 6.67% |
| 2 | State Str Spdr S&P 500 Etf T | TR UNIT | $231,436,384 | 325,837 | 4.13% | 5.63% |
| 3 | Spdr Series Trust | STATE STREET SPD | $185,866,125 | 1,666,662 | 3.31% | 4.52% |
| 4 | Spdr Series Trust | STATE STREET SPD | $154,877,686 | 2,618,389 | 2.76% | 3.77% |
| 5 | Apple Inc | COM | $112,013,619 | 414,703 | 2.0% | 2.73% |
| 6 | Broadcom Inc | COM | $89,786,810 | 815,450 | 1.6% | 2.19% |
| 7 | Amazon Com Inc | COM | $89,187,011 | 348,963 | 1.59% | 2.17% |
| 8 | Invesco Exch Traded Fd Tr Ii | SR LN ETF | $84,734,617 | 4,117,328 | 1.51% | 2.06% |
| 9 | Vanguard Index Fds | S&P 500 ETF SHS | $78,053,730 | 119,306 | 1.39% | 1.9% |
| 10 | Spdr Index Shs Fds | STATE STREET SPD | $77,176,276 | 1,615,919 | 1.38% | 1.88% |
| 11 | Ishares Tr | CORE S&P500 ETF | $72,500,255 | 101,415 | 1.29% | 1.76% |
| 12 | Vanguard Intl Equity Index F | TT WRLD ST ETF | $72,491,471 | 486,716 | 1.29% | 1.76% |
| 13 | Invesco Qqq Tr | UNIT SER 1 | $71,378,515 | 107,992 | 1.27% | 1.74% |
| 14 | Microsoft Corp | COM | $71,313,377 | 168,307 | 1.27% | 1.74% |
| 15 | Meta Platforms Inc | CL A | $68,136,350 | 101,830 | 1.21% | 1.66% |
| 16 | Alphabet Inc | CAP STK CL A | $67,410,923 | 202,536 | 1.2% | 1.64% |
| 17 | World Gold Tr | SPDR GLD MINIS | $64,813,951 | 720,395 | 1.16% | 1.58% |
| 18 | Alphabet Inc | CAP STK CL C | $64,192,401 | 184,926 | 1.14% | 1.56% |
| 19 | Dimensional Etf Trust | US CORE EQT MKT | $54,240,191 | 1,105,138 | 0.97% | 1.32% |
| 20 | Advanced Micro Devices Inc | COM | $49,178,508 | 145,883 | 0.88% | 1.2% |
| 21 | Taiwan Semiconductor Manufac | SPONSORED ADS | $48,210,310 | 122,414 | 0.86% | 1.17% |
| 22 | Vanguard Scottsdale Fds | MTG-BKD SECS ETF | $41,470,646 | 885,936 | 0.74% | 1.01% |
| 23 | Ssga Active Etf Tr | STATE STREET BLA | $41,078,206 | 1,012,277 | 0.73% | 1.0% |
| 24 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $40,733,249 | 701,330 | 0.73% | 0.99% |
| 25 | Ishares Tr | CORE S&P MCP ETF | $39,860,254 | 556,941 | 0.71% | 0.97% |
Top 25 of 1,137 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,888 | $1.8B | 43.0% |
| High net worth individuals | 831 | $2.1B | 51.7% |
| Pension and profit sharing plans | 114 | $215M | 5.22% |
| Corporations and other businesses | 24 | $4.6M | 0.11% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bamboo Hr Llc 401(k) Plan Bamboo Hr Llc | 2024 | |
| Skywest, Inc. Employees' Retirement Plan Skywest, Inc. | 2024 | |
| Southwest Airlines Pilots Retirement Savings Plan Southwest Airlines Company | 2024 | |
| Intermountain Health 401(k) Plan Intermountain Health Care, Inc. | 2024 | |
| Traeger 401(k) Plan Traeger Pellet Grills, Llc | 2024 | |
| Dental Intel 401(k) Plan Dental Intelligence, Inc. | 2024 |
People (76)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryant Armstrong | Chief Financial Officer | Jan 2024 (3y) | Less than 5% | |
| Janice Marie Powell | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| John Bradley Anderson | Chief Oeprations Officer | Jan 2024 (3y) | Less than 5% | |
| Ryan Omer Smith | Chief Executive Officer | Jan 2024 (3y) | Less than 5% | |
| Scott Matthew Carlson | Registered representative | Feb 2024 (2y) | ||
| Celeste Perian Kennard | Registered representative | Feb 2024 (2y) | ||
| Kelby Mc Mullin | Registered representative | Feb 2024 (2y) | ||
| Daniel James Luke | Registered representative | CFP | Mar 2024 (2y) | |
| Jenifer Lalane Connors | Registered representative | Mar 2024 (2y) | ||
| Ruben E Vilorio | Registered representative | Mar 2024 (2y) | ||
| Tyler James Fagergren | Registered representative | Mar 2024 (2y) | ||
| Todd Hills | Registered representative | Mar 2024 (2y) | ||
| Adam Nathan Taylor | Registered representative | CFP | Mar 2024 (2y) | |
| Alex Clayton Long | Registered representative | CFP | Mar 2024 (2y) | |
| Alexander Joseph Haviland | Registered representative | CFP | Mar 2024 (2y) | |
| Ana Lilian Jovel | Registered representative | Mar 2024 (2y) | ||
| Christian Allen Ward | Registered representative | Mar 2024 (2y) | ||
| Derek Paul Farley | Registered representative | CFP | Mar 2024 (2y) | |
| Gregory Elman Caldwell | Registered representative | CFP | Mar 2024 (2y) | |
| Jason Lee Mcmullin | Registered representative | Mar 2024 (2y) | ||
| Kenneth G. Bown | Registered representative | CFP | Mar 2024 (2y) | |
| Lauren Elizabeth Loucks | Registered representative | Mar 2024 (2y) | ||
| Landon Wray | Registered representative | Mar 2024 (2y) | ||
| Sam Deaver | Registered representative | CFP | Mar 2024 (2y) | |
| Sarah Hindmarsh | Registered representative | Mar 2024 (2y) | ||
| Timothy Kirkpatrick Whipple | Registered representative | CFP | Mar 2024 (2y) | |
| Taylor Barry Olsen | Registered representative | Mar 2024 (2y) | ||
| Scott Stratton | Registered representative | CFP | Mar 2024 (2y) | |
| David B Gardner | Registered representative | Mar 2024 (2y) | ||
| Todd Michael Nuttall | Registered representative | Mar 2024 (2y) | ||
| Christopher Lynn Cook | Registered representative | Mar 2024 (2y) | ||
| Colton Austin Jensen | Registered representative | Mar 2024 (2y) | ||
| Eric Joseph Voegeli | Registered representative | Mar 2024 (2y) | ||
| James E Spainhower | Registered representative | Chartered Financial Consultant | Mar 2024 (2y) | |
| Jason Anderson | Registered representative | Mar 2024 (2y) | ||
| Krista B Baker | Registered representative | CFP | Mar 2024 (2y) | |
| Kye Daniel Moser | Registered representative | Mar 2024 (2y) | ||
| Madison Mae Forrest | Registered representative | Mar 2024 (2y) | ||
| Matthew Cordery Rigby | Registered representative | Mar 2024 (2y) | ||
| Charles Chadwick Campbell | Registered representative | Apr 2024 (2y) | ||
| David J Ali | Registered representative | Apr 2024 (2y) | ||
| Joseph Albert Ghabour | Registered representative | Apr 2024 (2y) | ||
| Eddie Ghabour | Registered representative | Apr 2024 (2y) | ||
| Michael Thomas Redmond | Registered representative | Apr 2024 (2y) | ||
| Guadalupe Arambula Camargo | Registered representative | CFP | Jul 2024 (2y) | |
| James Joseph Mailliard | Registered representative | Jul 2024 (2y) | ||
| Marc Edward Brock | Registered representative | Jul 2024 (2y) | ||
| Michael Amado Larriva | Registered representative | CFP | Jul 2024 (2y) | |
| Michael Patrick Mccann | Registered representative | CFP | Jul 2024 (2y) | |
| Patrick Buck Ming Eng | Registered representative | Jul 2024 (2y) | ||
| Jordan Andrew Hammer | Registered representative | Jul 2024 (2y) | ||
| Eliza Jane Campbell | Registered representative | Aug 2024 (2y) | ||
| Michael Joseph Mchugh | Registered representative | Oct 2024 (2y) | ||
| Peter R Burnham | Registered representative | CFP | Dec 2024 (2y) | |
| Gary Curtis Warnica | Registered representative | Jan 2025 (2y) | ||
| Joseph Richards Broadbent | Registered representative | Jan 2025 (2y) | ||
| Brad Lyons Wilson | Registered representative | CFP | Jan 2025 (2y) | |
| Stephen Litman | Registered representative | Feb 2025 (1y) | ||
| Sara Ellen Hadad Dembs | Registered representative | Mar 2025 (1y) | ||
| Robin Leon Andersen | Registered representative | Mar 2025 (1y) | ||
| Tyler Haskell | Registered representative | CFP | Mar 2025 (1y) | |
| Michael Mc Cabe | Registered representative | CFP | Apr 2025 (1y) | |
| Stephanie Ryan Birenbaum | Registered representative | Apr 2025 (1y) | ||
| Andreas Christian Caruso | Registered representative | Apr 2025 (1y) | ||
| Jacob Prior Sybrowsky | Registered representative | May 2025 (1y) | ||
| Stacey Banks | Registered representative | May 2025 (1y) | ||
| Benjamin Thomas Newhouse | Registered representative | Personal Financial Specialist | Oct 2025 (1y) | |
| John Peter Newhouse | Registered representative | Oct 2025 (1y) | ||
| Ma Kenzie Louise Losee | Registered representative | Oct 2025 (1y) | ||
| Stephen Scott Hall | Registered representative | Oct 2025 (1y) | ||
| Jennifer Hope Newhouse | Registered representative | Oct 2025 (1y) | ||
| Brandon R Hill | Registered representative | Mar 2026 (0y) | ||
| Uma Ashok Khandkar | Registered representative | Mar 2026 (0y) | ||
| Lauren Parente Stapleton | Registered representative | May 2026 (0y) | ||
| Nicholson Garrett | Registered representative | May 2026 (0y) | ||
| William Carroll Parente | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Falcon Park Capital, Lc | Limiited Liability Company | Jan 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bamboo Hr Llc 401(k) Plan | Bamboo Hr Llc | 1,500 | $93.2M | 01/01/2024 |
| Skywest, Inc. Employees' Retirement Plan | Skywest, Inc. | 15,517 | $1.4B | 01/01/2024 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
| Intermountain Health 401(k) Plan | Intermountain Health Care, Inc. | 69,032 | $6.8B | 01/01/2024 |
| Traeger 401(k) Plan | Traeger Pellet Grills, Llc | 529 | $37.2M | 01/01/2024 |
| Dental Intel 401(k) Plan | Dental Intelligence, Inc. | 186 | $10.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (37% of AUM) Mar 2026
- Fidelity Brokerage Services $1.1B (27% of AUM) Mar 2026
- Equity Trust Company $203M (8% of AUM) Jul 2025
- RBC $580K (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗