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Michael Joseph McHugh

Diversify Wealth Management, LLC

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About Michael Joseph McHugh

Michael McHugh is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Diversify Wealth Management, LLC, and is licensed to provide investment advice in multiple states. Michael specializes in providing financial planning and portfolio management services to both individuals and businesses. Michael's previous experience includes working at Charles Schwab & Co., Inc., Charles Schwab Bank, and Robert W. Baird.

Firm Information

Michael McHugh 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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Michael McHugh’s Registration & Firm History

AZ

01/31/2025 - Present

Diversify Wealth Management, LLC (Cave Creek AZ)

CO

11/28/1997 - 03/31/2015

CHARLES SCHWAB & CO., INC. (DENVER CO)

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Licenses & Designations

BOTH

Issued 10/11/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/16/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Michael Joseph McHugh.
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