Patrick B. Eng

DIVERSIFY WEALTH MANAGEMENT

Phoenix, AZ 85014

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CRD#: 2329817

Professional summary

Patrick Buck Ming Eng is a registered financial advisor currently at DIVERSIFY WEALTH MANAGEMENT, LLC located in Phoenix, Arizona.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Patrick has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Patrick Buck Ming Eng's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

July 18, 2024 - Present

DIVERSIFY WEALTH MANAGEMENT, LLC

Office #1: 1440 E Missouri Ave Suite 250, Phoenix, AZ 85014

RIA

CRD#: 329878

Phoenix, AZ

Past

March 1, 2023 - August 15, 2024

THRIVENT ADVISOR NETWORK, LLC

RIA

CRD#: 304569

PHOENIX, AZ

Past

September 27, 2006 - April 4, 2023

PERSPECTIVE FINANCIAL SERVICES LLC

RIA

CRD#: 127704

PHOENIX, AZ

Past

February 14, 2005 - September 18, 2006

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

SCOTTSDALE, AZ

Past

November 24, 2004 - September 18, 2006

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

SCOTTSDALE, AZ

Past

June 15, 2000 - December 6, 2004

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(7/18/2024)

IAR

Texas
(11/21/2024)

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: 2/8/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/22/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/14/2000

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

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

Patrick B. Eng

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Buck Ming Eng's CRS (Customer Relationship Summary).

Certified licenses

Experience

THRIVENT ADVISOR NETWORK, LLC

PERSPECTIVE FINANCIAL SERVICES LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

DIVERSIFY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/8/2005

Series 63

Date: 6/22/2000

Series 7

Date: 6/14/2000

Current Firm

DIVERSIFY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIVERSIFY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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