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Eliza Jane Campbell

Diversify Wealth Management, LLC

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About Eliza Jane Campbell

Eliza Jane Campbell is an Investment Advisor Representative with Diversify Wealth Management, LLC. Eliza is registered with the state of Utah and has been in the industry for several years. Eliza holds a Series 65 license and has a strong background in finance and economics. Eliza specializes in working with individuals, corporations, and charitable organizations. Eliza is passionate about helping clients reach their financial goals.

Firm Information

Eliza Campbell 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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Eliza Campbell’s Registration & Firm History

UT

08/06/2024 - Present

Diversify Wealth Management, LLC (OREM UT)

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Licenses & Designations

IA

Issued 08/05/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eliza Jane Campbell.
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