Edmond, OK Office

Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high‑net‑worth clients, businesses, retirement plans, and other institutions. The firm reports approximately $4.1 billion in assets under management and delivers advice through a team of more than 50 investment adviser representatives using written engagement agreements.

The firm’s investment approach emphasizes tactical diversification, asset allocation, and a mix of internal and third‑party strategies, and it offers multiple platform options (AMS, OMS, DMS, VMS, and TMS) that range from advisor‑managed accounts to curated model and sub‑advisor solutions. Diversify implements a wide range of instruments, including exchange‑traded funds, mutual funds (including an American Funds F‑2 Wealth Accumulator option), equities, bonds, structured notes, options strategies, and illiquid alternative investments when appropriate to a client’s objectives and ERISA role.

Noteworthy features include the consolidation of several legacy RIAs into an enterprise owned by Falcon Park Capital and affiliations that extend beyond typical advisory arrangements, such as an affiliated broker‑dealer (DFPG Investments), an affiliated insurance entity, and management ownership interests in an alternative investment sponsor (Wade Read Capital). The firm discloses several potential compensation sources that are less common among peers — including solicitation or promoter arrangements for private funds, sponsor due‑diligence fees, and related referral or placement payments — items prospective clients should review in the Form ADV brochure.