Sandy, UT Office

Team
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Diversify Wealth Management, LLC

Multi-team

Firm-wide stats for Diversify Wealth Management, LLC

Total advisors

62

Across 14 offices

Clients per advisor

76 High

Avg AUM per client

$824,138 High

HNW client ratio

18% Typical

About

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.

Based on Diversify Wealth Management, LLC

Expertise

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

Based on Diversify Wealth Management, LLC

Occupation focus

Founder/Business Owner Doctor or Medical Professional Executive

Based on Diversify Wealth Management, LLC

Demographic focus

Mid-Career Professionals

Based on Diversify Wealth Management, LLC

Location

9017 S Riverside Dr Suite 210

Sandy UT 84070

Advisors at this office

6

Advisors at this office

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Krista B

CFP®, Series 63

Sandy, UT

Diversify Wealth Management, LLC

Krista Baker is a CFP® with 16 years of industry experience. She is currently with Diversify Wealth Management, LLC since 2024 and has prior experience at DFPG Investments, Inc. and her own tax preparation firm, Baker 3, Inc., where she serves as president. Outside of advising, she is involved as secretary/treasurer for the American Federation of Musicians Local 104. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, managing approximately $4.1 billion in assets. The firm emphasizes tactical diversification and asset allocation through a combination of internal and third-party strategies and provides a range of platform options and investment instruments tailored to client objectives.

Private / alternative investments Options & derivatives strategies Active portfolio management Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals
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Matthew R

Series 66

Sandy, UT

Diversify Wealth Management, LLC

Matthew Rigby is a financial advisor with Diversify Wealth Management, LLC, holding a Series 66 credential and bringing nine years of industry experience. He has worked with DFPG Investments, Inc. since 2017 and is also involved in mortgage loan origination and a family-owned marketing business unrelated to his advisory services. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, managing approximately $4.1 billion in assets. The firm emphasizes tactical diversification and asset allocation, offering a variety of investment platforms and strategies including both internal and third-party options.

Private / alternative investments Options & derivatives strategies Active portfolio management Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals
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Tyler F

Series 63, Series 65

Sandy, UT

Diversify Wealth Management, LLC

Tyler Fagergren is a financial advisor with Diversify Wealth Management, LLC and holds Series 63 and Series 65 credentials. He has 17 years of industry experience and has worked at DFPG Investments, Inc. since 2014. In addition to his advisory role, he assists clients with insurance products including life, disability, and long-term care insurance, as well as fixed and indexed annuities. Diversify Wealth Management provides investment advisory and planning services to individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers portfolio management, financial planning, family office services, and corporate consulting.

Private / alternative investments Options & derivatives strategies Active portfolio management Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals
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Gary W

Series 63, Series 65

Sandy, UT

Diversify Wealth Management, LLC

Gary Warnica Jr. is a financial advisor at Diversify Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Outside of his advisory role, he is involved in developing children’s literature through his ownership of eHomonym LLC. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach and offers a broad range of services such as financial planning, family office consulting, and portfolio management across multiple account types.

Private / alternative investments Options & derivatives strategies Active portfolio management Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals
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Jenifer C

Series 66

Sandy, UT

Diversify Wealth Management, LLC

Jenifer Connors is a financial advisor at Diversify Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at DFPG Investments, Inc. and Diversify, Inc. since 2014. Outside of her advisory role, Connors is involved in insurance sales and serves as executive director for an identity theft protection service. She also holds volunteer leadership positions on the UVU Personal Financial Planning Alumni Board and the Financial Planning Association, Utah Chapter. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed and third-party models, and offers both discretionary and non-discretionary management aligned with clients’ objectives and regulatory requirements.

Private / alternative investments Options & derivatives strategies Active portfolio management Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals
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Robin A

Series 65

Sandy, UT

Diversify Wealth Management, LLC

Robin Andersen is a Series 65-registered financial advisor with five years of industry experience, currently with Diversify Wealth Management, LLC. His prior roles include positions at Diversify Advisory Services, DFPG Investments, TownSquare Capital, Smart Financial, and Creative Financial Services. Outside of advisory work, he is involved as a coach and camp director for a youth football camp and serves as chapter president of the American Financial Education Alliance in Utah. Diversify Wealth Management, LLC provides investment management, financial planning, and family office services to individuals, high-net-worth clients, businesses, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification approach across a variety of investment platforms and instruments.

Private / alternative investments Options & derivatives strategies Active portfolio management Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals
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