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Detailed Report
Eliza Jane Campbell
CRD#: 7934984
IA
Investment Adviser
DIVERSIFY WEALTH MANAGEMENT, LLCCRD#: 329878 980 E 800 N
#203
OREM, UT 84097
Registration History
Oct2024AprJulOct2025AprJulOct2026IADIVERSIFY WEALTH MANAGEMENT, LLC (CRD# 329878)2024 - Present (<1 year)
License(s)

State Registrations

IA
Utah 8/6/2024
Current Registration(s)
IA
DIVERSIFY WEALTH MANAGEMENT, LLC (CRD#:329878)
980 E 800 N #203, OREM, UT 84097
Registered with this firm since 8/6/2024
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.