Albert M. Demicell

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CRD#: 1944753

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Albert Michael Demicell, who also goes by Bert Demicell, Albert David Demicell, was a registered financial professional .

Albert is a previously registered financial professional and started their career in finance in 1999. Albert had worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Aliases

Bert Demicell | Albert David Demicell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

September 15, 2025 - June 15, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC

RIA

CRD#: 329878

Pueblo, CO

Past

October 1, 2019 - June 30, 2026

INTEGRATED ADVISORS NETWORK LLC

RIA

CRD#: 171991

Pueblo, CO

Past

July 15, 2019 - June 15, 2026

DFPG INVESTMENTS, LLC

CRD#: 155576

Pueblo, CO

Past

August 3, 2017 - November 8, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Williamsburg, VA

Past

July 24, 2012 - October 26, 2012

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

CHESTERFIELD, MO

Past

July 24, 2012 - September 27, 2012

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

PUEBLO, CO

Past

July 24, 2009 - July 16, 2012

TRIAD ADVISORS LLC

CRD#: 25803

PUEBLO, CO

Past

February 1, 2005 - May 4, 2005

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

PUEBLO, CO

Past

September 9, 2004 - August 28, 2012

DEMICELL WEALTH MANAGERS, INC.

RIA

CRD#: 132576

PUEBLO, CO

Past

June 18, 1999 - December 31, 2004

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

PUEBLO, CO

Past

March 24, 1999 - August 4, 2009

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PUEBLO, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DIVERSIFY WEALTH MANAGEMENT, LLC

CRD#: 329878 / SEC#: 801-129521

RIA

Registered Investment Advisory firm - (2/16/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/18/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/12/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/8/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/3/2017

General Securities Representative Examination

Current Firm

DIVERSIFY WEALTH MANAGEMENT, LLC

CRD#: 329878 / SEC#: 801-129521

RIA

Registered Investment Advisory firm - (2/16/2024 Approved)

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Contact information

Main Address

9017 S Riverside Dr Suite 210, Sandy, UT 84070

Mailing Address

Phone number

(801) 838-9999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DIVERSIFY WEALTH MANAGEMENT (7/25/2025)

Regulatory assets under management

Total Number of Accounts	12,760
AUM (Assets Under Management)	$ 2,526,799,821

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/09/2026	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Albert M. Demicell

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

INTEGRATED ADVISORS NETWORK LLC

DFPG INVESTMENTS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

TRIAD ADVISORS LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

DEMICELL WEALTH MANAGERS, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

DIVERSIFY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/18/2019

Series 63

Date: 8/12/2017

SIE

Date: 11/8/2017

Series 7

Date: 8/3/2017

Current Firm

DIVERSIFY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DIVERSIFY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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