Santa Rosa, CA Office
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Diversify Wealth Management, LLC
Multi-team
Firm-wide stats for Diversify Wealth Management, LLC
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
Based on Diversify Wealth Management, LLC
Occupation focus
Based on Diversify Wealth Management, LLC
Location
201A Concourse Blvd
Santa Rosa CA 95403
Advisors at this office
3
Advisors at this office
William P
Series 63
Santa Rosa, CA
Diversify Wealth Management, LLC
William Parente is a financial advisor with Diversify Wealth Management, LLC, holding a Series 63 designation and bringing 42 years of industry experience. His career includes roles at Morgan Stanley, Wells Fargo Clearing, and related firms. He also serves as a board member for the Lambda Chi Alpha SLO Housing Board, where he reviews investment account performance. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to a diverse client base including individuals, high-net-worth clients, businesses, and institutions. The firm employs a tactical diversification and asset allocation approach, utilizing a range of internal and third-party strategies across multiple platform options.
Adilene C
Series 63, Series 66
Santa Rosa, CA
Diversify Wealth Management, LLC
Adilene Calixtro is a financial advisor with Diversify Wealth Management, LLC in Santa Rosa, CA, holding Series 63 and Series 66 designations and having seven years of industry experience. Her prior roles include positions at Sonoma Allocations LLC, DFPG Investments, LLC, Fermata Advisors LLC, U.S. Bancorp Investments, Inc., and U.S. Bank. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to a diverse client base including individuals, high-net-worth clients, businesses, retirement plans, and institutions. The firm manages approximately $4.1 billion in assets and emphasizes tactical diversification and asset allocation through a variety of investment platforms and strategies.
Lauren S
Series 66
Santa Rosa, CA
Diversify Wealth Management, LLC
Lauren Stapleton is a financial advisor with Diversify Wealth Management, LLC in Santa Rosa, CA. She holds a Series 66 designation and has six years of industry experience, including prior roles at DFPG Investments, LLC and Wells Fargo Clearing. Outside of her advisory work, she is also involved in fixed insurance sales. Diversify Wealth Management 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 employs a tactical diversification and asset allocation approach, utilizing a range of internal and third-party strategies across various platforms and investment instruments.
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