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Peter R Burnham

CFP®

DIVERSIFY WEALTH MANAGEMENT

Ashburn, VA

·CRD# 4273583·26 years experience

Professional Summary

Peter R Burnham, CFP®, who also goes by Peter Robert Burnham, is a registered financial advisor currently at DIVERSIFY WEALTH MANAGEMENT, LLC located in Ashburn, Virginia. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Peter has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Peter Robert Burnham

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®

Certified Financial Planner

Years of Experience

26 years in the financial services industry

Current & Past Employments

DIVERSIFY WEALTH MANAGEMENT, LLC·CRD# 329878

RIA

42596 Cochrans Lock Dr, Ashburn, VA 20148

December 11, 2024 - Present

DIVERSIFY ADVISORY SERVICES, LLC·CRD# 326060

RIA

Ashburn, VA

January 2, 2024 - March 13, 2025

DFPG INVESTMENTS, LLC·CRD# 155576

RIA

Ashburn, VA

December 12, 2022 - February 8, 2024

SUREVEST PRIVATE WEALTH·CRD# 306872

RIA

Ashburn, VA

February 7, 2020 - December 12, 2022

SUREVEST WEALTH MANAGEMENT·CRD# 122369

RIA

Ashburn, VA

April 17, 2018 - February 7, 2020

SUREVEST WEALTH MANAGEMENT·CRD# 122369

RIA

Ashburn, VA

March 20, 2018 - March 21, 2018

CHARLES SCHWAB & CO., INC.·CRD# 5393

RIA

Washington, DC

October 4, 2007 - February 9, 2018

CHARLES SCHWAB & CO., INC.·CRD# 5393

BD

Washington, DC

October 4, 2007 - February 9, 2018

FERRIS, BAKER WATTS, LLC·CRD# 285

RIA

Rockville, MD

June 24, 2002 - July 25, 2007

FERRIS, BAKER WATTS, LLC·CRD# 285

BD

Rockville, MD

June 24, 2002 - July 25, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691

RIA

Rockville, MD

February 9, 2001 - May 29, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691

BD

New York, NY

November 21, 2000 - May 29, 2002

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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 - SEC (2/16/2024 Approved)

Contact Information

Main Address

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095

Phone Number

(801) 838-9999

# of Employees

95

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DIVERSIFY WEALTH MANAGEMENT (3/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

17,903

AUM (Assets Under Management)

$4,108,276,355

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/14/2026	Cover Page	Report
01/09/2026	Cover Page	Report

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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.

1) Driven To Cure (non-profit organization); President of Board; assist with keeping system of checks and balances in place, track bookkeeping, file tax return, and run website and coordinate volunteers. Start Date 01/25/2023; Hours during business hours=1: 42596 Cochrans Lock Drive Ashburn, VA 20148. 2) Creighton Farms (Country Club); Advisory Board Member; Quarterly board meetings-regular communications from GM regarding operational updates/challenges. Start Date 07/2024; hours during business hours= .5% and is not compensated. Aldie, VA: https://Creightonfarms.com/ 3) Business name: Population Science Management, Activity start date : 2026-08-01, I would be answering surveys, Hours per month devoted to this activity: less than 1 hour per month. https://detegohealth.com/

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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 - SEC (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.

IAR

Virginia
(12/11/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2000About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Feb 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2000About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Peter R Burnham's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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PB

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