Los Angeles, CA Office

Team
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Diversify Advisory Services, LLC logo

Diversify Advisory Services, LLC

Multi-team

Firm-wide stats for Diversify Advisory Services, LLC

Total advisors

112

Across 48 offices

Clients per advisor

46 Low

Avg AUM per client

$837,592 High

HNW client ratio

15% Typical

About

Diversify Advisory Services is an SEC-registered enterprise adviser that serves individuals (including high-net-worth clients), corporations, retirement plans, trusts, foundations, and small business owners. It provides financial planning and consulting, discretionary and non-discretionary portfolio management, corporate consulting, retirement-plan fiduciary services, and family office services under written engagement agreements.

The firm describes an investment approach built around tactical diversification and individualized asset allocation, tailoring portfolios to client goals, time horizon, and risk tolerance. Diversify deploys a range of delivery options — including AMS/AMS+ (wrap), OMS, DMS, VMS, TMS, and Envestnet models — and offers access to alternatives, structured notes, options-based strategies, custom bond ladders, and a Wealth Accumulator strategy using American Funds F2 shares; it also permits execution of illiquid alternative investments within certain AMS and DMS accounts.

Compared with many large advisers that rely largely on percentage-of-AUM billing, Diversify also offers fixed project and fixed annual fees and hourly billing for financial planning, family office, and corporate consulting engagements, and it recently added ERISA §3(38) discretionary plan-management services. The firm discloses a network of affiliations — an affiliated broker-dealer and insurance entity, ownership ties to an alternative-investment sponsor, receipt of sponsor due-diligence or promoter compensation, and sub-advisory/solicitor arrangements — and describes policies and monitoring intended to address the resulting conflicts.

Based on Diversify Advisory Services, LLC

Expertise

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy

Based on Diversify Advisory Services, LLC

Occupation focus

Founder/Business Owner Doctor or Medical Professional Executive

Based on Diversify Advisory Services, LLC

Location

3731 Wilshire Blvd, Suite 612

Los Angeles CA 90010

Advisors at this office

4

Advisors at this office

user avatar

Hyung K

CFP®, Series 66

Los Angeles, CA

Diversify Advisory Services, LLC

Hyung Kim is a CFP® professional with 28 years of industry experience. He is currently with Diversify Advisory Services, LLC and has previously worked at M.S. Howells & Co., KLK Capital Management LLC, and Merrill. Outside of advisory roles, he serves on the board of directors for Open Bank and holds leadership positions in insurance and consulting businesses. Diversify Advisory Services is an SEC-registered firm that serves individual, corporate, and institutional clients, offering financial planning, portfolio management, and family office services. The firm employs a tactical diversification and individualized asset allocation approach, providing a broad range of investment options and flexible fee structures.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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Richard K

Series 66

Los Angeles, CA

Diversify Advisory Services, LLC

Richard Kim is a financial advisor at Diversify Advisory Services, LLC in Los Angeles, CA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at KLK Capital Management, M.S. Howells & CO, and East West Bank. He also worked at Purdue University for four years. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach, utilizing a variety of internal and third-party models and platforms, and offers a broad range of investment instruments and strategies tailored to client objectives.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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Chan Young L

Series 65

Los Angeles, CA

Diversify Advisory Services, LLC

Chan Young Lee is a financial advisor with Diversify Advisory Services, LLC, holding a Series 65 designation and beginning his advisory career in 2026. He has prior experience at KLK Capital Management and M. S. HOWELLS & Co. from 2017 onward. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
user avatar

Leon K

Series 65

Los Angeles, CA

Diversify Advisory Services, LLC

Leon Kim is a financial advisor with Diversify Advisory Services, LLC in Los Angeles, CA. He holds a Series 65 credential and has nine years of industry experience, including roles at KLK Capital Management and Stonemark Wealth Management. Since 2022, he has been self-employed. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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