FIRSTPURPOSE WEALTH LLC

DIVERSIFY WEALTH MANAGEMENT LLC
OREM, Utah·8 registered advisors·CRD# 145593
SEC# 801-685472801-221-2939
01

Firm Overview

AUM
$540M
Regulatory assets under management
Employees
46
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FIRSTPURPOSE WEALTH LLC

8 registered advisors
Adam Nathan Taylor
OREM, Utah
Craig M Rollins
OREM, Utah
James E Spainhower
OREM, Utah
Jason Lee Mcmullin
OREM, Utah
Kenneth G. Bown
OREM, Utah
Robert Bryant Strasburg
OREM, Utah
Scott Matthew Carlson
OREM, Utah
Timothy Kirkpatrick Whipple
OREM, Utah
05

Office Locations

OREM, Utah
8 advisors

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Data sourced from SEC Form ADV filings. FIRSTPURPOSE WEALTH LLC (CRD# 145593) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.