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Adam Nathan Taylor

Diversify Wealth Management, LLC

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About Adam Nathan Taylor

Adam Taylor is a financial advisor with over 25 years of experience in the industry. Adam is registered with Diversify Wealth Management, LLC and is also a Certified Financial Planner. Adam has worked with a variety of clients, including individuals, families, corporations, and charitable organizations. Adam specializes in financial planning, portfolio management, and retirement planning. Prior to joining Diversify Wealth Management, LLC, Adam worked at TRIAD ADVISORS, INC. and CAMBRIDGE INVESTMENT RESEARCH, INC.

Firm Information

Adam Taylor is currently registered with Diversify Wealth Management, LLC. Diversify Wealth Management, LLC is a wealth management firm headquartered in Sandy, UT. They manage approximately $458 million in assets for a diverse client base, including individuals, corporations, and charitable organizations. The firm offers financial planning and portfolio management services and has a team of 24 investment advisor representatives.
Diversify Wealth Management, LLC

9017 S RIVERSIDE DR SUITE 210

SANDY, UT 84070

$458.07M

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Taylor’s Registration & Firm History

UT

03/05/2024 - Present

Diversify Wealth Management, LLC (OREM UT)

UT

06/30/2008 - 10/07/2011

TRIAD ADVISORS, INC. (OREM UT)

UT

01/28/2004 - 07/28/2008

CAMBRIDGE INVESTMENT RESEARCH, INC. (OREM UT)

CT

12/16/1999 - 01/28/2004

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

GA

08/29/1996 - 12/10/1999

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 02/16/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2004

Series 7 - General Securities Representative Examination

BC

Issued 08/27/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Nathan Taylor.
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