Springfield, MO Office

Team
Updated today
Diversify Wealth Management, LLC logo

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

3812 S. Fremont Ave.

Springfield MO 65804

Advisors at this office

3

Advisors at this office

user avatar

Jennifer N

Series 66

Springfield, MO

Diversify Wealth Management, LLC

Jennifer Newhouse is a financial advisor with Diversify Wealth Management, LLC, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Diversify Wealth Management since 2025 and previously at DFPG Investments, Inc. and Vineyard Asset Management LLC. Outside of her advisory roles, Newhouse serves as an assistant coach at New Covenant Academy. 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 institutions. The firm employs a tactical diversification and asset allocation approach using a variety of strategies and investment instruments, supported by a team of more than 50 advisors managing approximately $4.1 billion in assets.

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
user avatar

Stephen H

Series 66

Springfield, MO

Diversify Wealth Management, LLC

Stephen Hall is a Series 66-licensed financial advisor with 12 years of industry experience, currently with Diversify Wealth Management, LLC. He previously worked at Integrated Advisors Network, LLC, Waddell & Reed, and serves as an online course facilitator at the College of the Ozarks. Hall has also held leadership roles in local business organizations. 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, and institutions. The firm manages approximately $4.1 billion in assets through a team of over 50 advisers and employs a tactical diversification approach using a variety of investment instruments and platform 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
user avatar

Benjamin N

PFS™, Series 63, Series 66

Springfield, MO

Diversify Wealth Management, LLC

Benjamin Newhouse is a financial advisor at Diversify Wealth Management, LLC with 26 years of industry experience. He holds the PFS™ designation and has worked with several firms, including DFPG Investments, Inc. and Vineyard Asset Management, LLC. Outside of advising, Newhouse serves on the board of a homeowners association and is a trustee for Mission University. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, and institutions with investment management, financial planning, retirement plan fiduciary services, and family office solutions. The firm employs a tactical diversification strategy using a mix of internal and third-party platforms and offers a wide range of 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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)