Michael A. Larriva
DIVERSIFY WEALTH MANAGEMENT
Phoenix, AZ 85014
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CRD#: 2402601
Professional summary
Michael Amado Larriva, CFP® is a registered financial advisor currently at DIVERSIFY WEALTH MANAGEMENT, LLC located in Phoenix, Arizona.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Biography
Contact Mike Larriva at (602) 281-4357 ext. 6 or click the attached e-mail link (above left). I can take a few minutes to learn about you, and help answer any questions that you may have. If you wish to meet in person, I'd be happy to schedule a complimentary appointment to discuss your situation in greater detail. Call today, I look forward to hearing from you.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Education Planning
Estate Planning
Tax Planning
Investment Planning
Retirement Planning
Employee and Employer Plan Ben...
Life Transitions
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
100K
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Amado Larriva's 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®
CFP®
Start date: 1998
Experience
Current
July 18, 2024 - Present
DIVERSIFY WEALTH MANAGEMENT, LLC
Office #1: 1440 E Missouri Ave Suite 250, Phoenix, AZ 85014RIA
CRD#: 329878
Phoenix, AZ
Past
March 21, 2023 - August 15, 2024
THRIVENT ADVISOR NETWORK, LLC
RIA
CRD#: 304569
PHOENIX, AZ
Past
October 2, 2007 - April 4, 2023
PERSPECTIVE FINANCIAL SERVICES LLC
RIA
CRD#: 127704
PHOENIX, AZ
Past
January 20, 1999 - September 14, 2007
IVES ASSET MANAGEMENT INC
RIA
CRD#: 106008
SCOTTSDALE, AZ
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".
DW
DIVERSIFY WEALTH MANAGEMENT, LLC
CALIBER WEALTH MANAGEMENT, LLC | PERSPECTIVE FINANCIAL SERVICES | LJCOOPER WEALTH ADVISORS | KEY ADVISORS WEALTH MANAGEMENT | FIRSTPURPOSE WEALTH LLC | 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(8/12/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
DW
DIVERSIFY WEALTH MANAGEMENT, LLC
CALIBER WEALTH MANAGEMENT, LLC | PERSPECTIVE FINANCIAL SERVICES | LJCOOPER WEALTH ADVISORS | KEY ADVISORS WEALTH MANAGEMENT | FIRSTPURPOSE WEALTH LLC | DIVERSIFY WEALTH MANAGEMENT, LLC
CRD#: 329878 / SEC#: 801-129521
RIA
Registered Investment Advisory firm - (2/16/2024 Approved)Upgrade to AdvisorCheck Premium
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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
48
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 12,760 |
| AUM (Assets Under Management) | $ 2,526,799,821 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
