Chief Investment Officer · Diversify Advisory Services, LLC
David J. Wrigley
CRD 4821439 · Named on Form ADV at one SEC-registered adviser
At a glance
Diversify Advisory Services, LLC, an SEC-registered wealth manager based in South Jordan, UT with $4.6 billion in regulatory assets, lists David J. Wrigley on its Form ADV as Chief Investment Officer.
Firms and roles
- Diversify Advisory Services, LLCChief Investment OfficerWealth manager · South Jordan, UT · $4.6B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Ryan O. SmithPresident, Diversify Advisory Services, LLC
- John B. AndersonCOO, Diversify Advisory Services, LLC
- Bryant ArmstrongCFO, Diversify Advisory Services, LLC
- Jason AndersonCCO, Diversify Advisory Services, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.