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Sam Deaver

Diversify Wealth Management, LLC

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About Sam Deaver

Sam Deaver is a financial advisor with Diversify Wealth Management, LLC. Sam has been in the financial services industry for over 9 years and is registered with the state of Utah as a registered investment advisor representative and registered securities agent. Sam is a Certified Financial Planner and holds the Series 65, 63, 7, and SIE licenses. Sam is a member of the Financial Planning Association and is committed to providing clients with personalized financial advice. Sam's firm manages over $458 million in assets and specializes in providing financial planning, portfolio management, and advisory services to individuals and families.

Firm Information

Sam Deaver 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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Sam Deaver’s Registration & Firm History

UT

03/05/2024 - Present

Diversify Wealth Management, LLC (SANDY UT)

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Licenses & Designations

BC

Issued 04/22/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/06/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sam Deaver.
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