AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
BA

Bryant Armstrong

DIVERSIFY WEALTH MANAGEMENT
OREM, UT
·CRD# 4485318·8 years experience

Professional Summary

Bryant Armstrong, who also goes by Bryant Lee Armstrong, is a registered financial advisor currently at DIVERSIFY WEALTH MANAGEMENT, LLC located in Orem, Utah and DIVERSIFY ADVISORY SERVICES, LLC located in Orem, Utah. Bryant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bryant has worked at 3 firms and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bryant Lee Armstrong

Blog Corner

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

Contact Information

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

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

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.

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

Years of Experience

8 years in the financial services industry

Current & Past Employments

DIVERSIFY WEALTH MANAGEMENT, LLC·CRD# 329878
RIA
462 E 800 N, Orem, UT 84097
February 5, 2024 - Present
DIVERSIFY ADVISORY SERVICES, LLC·CRD# 326060
RIA
462 E 800 N Orem, Ut, Usa 84097, Orem, UT, 84097
February 5, 2024 - Present
DIVERSIFY WEALTH MANAGEMENT LLC·CRD# 145593
RIA
Orem, UT
January 22, 2018 - July 17, 2024

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

Current Firm

DA
DIVERSIFY ADVISORY SERVICES, LLC

ADVANCED WEALTH STRATEGIES GROUP | WESTRIDGE WEALTH STRATEGIES | WESTERMAN FINANCIAL | THS PRIVATE FAMILY OFFICE | THE CRESTWELL GROUP | SPARK FINANCIAL SERVICE | SERRATELLI FINANCIAL GROUP | ROCKY MOUNTAIN WEALTH ADVISORS | RIVER FINANCIAL GROUP | RESILIENT WEALTH MANAGEMENT | PROVIDENCE WEALTH ADVISORS | PLATINUM WEALTH GROUP | PATTERSON FINANCIAL SOLUTIONS | PARKVIEW WEALTH ADVISORS | NUCLEUS FINANCIAL GROUP | MINSKY FINANCIAL GROUP, LLC | MARCH FORWARD | LONGHORN FINANCIAL | LIVE OAK INVESTMENT PARTNERS | KLK CAPITAL MANAGEMENT, LLC | KEY ADVISORS WEALTH MANAGEMENT LLC | INVENTA WEALTH ADVISORS | INPAC WEALTH | ICONA WEALTH | HARDING FINANCIAL & INSURANCE | GROVE WEALTH ADVISORS | GRIFFIN WEALTH PARTNERS | GRADY CAPITAL GROUP | GOMEZ CORP | GLOBAL WEALTH PARTNERS, INC. | GLIDE FINANCIAL GROUP | GEN 1 FINANCIAL | FULCRUM INVESTMENT SERVICES | FIRST FINANCIAL CENTER OF DALLAS | FINANCIAL RESOURCES INC. | EVERGREEN ADVISOR GROUP | DIVERSIFY, INC. | DIVERSIFY ADVISORY SERVICES, LLC | DIVERSIFY ADVISOR NETWORK | DARK HORSE PRIVATE WEALTH | CITY CENTER WEALTH ADVISORS | CIPOLLA FINANCIAL ADVISORS | CAPATA FINANCIAL | BUTLER FINANCIAL ADVISORS | BRIDGE EQUITIES | BOSTON WEALTH ADVISOR GROUP | ASHLAND PACIFIC | ANIMAS CAPITAL MANAGEMENT LLC

CRD#: 326060 / SEC#: 801-128675
RIA
Registered Investment Advisory firm - SEC (8/31/2023 Approved)

Contact Information

Main Address

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

Phone Number

(801) 890-7577

# of Employees

206

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

DAS WRAP BROCHURE (3/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

12,951

AUM (Assets Under Management)

$4,648,787,397

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
01/09/2026Cover PageReport
09/25/2024Cover PageReport

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

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.

RGA Capital Investments (Investment Related) 10177 N Riverside Ln, Highland, UT 84003 Main business: Family investment company Position & State Date: Member, 1997 Hours/month (during business hours): 2
(0) Duties: Keep the books, do the tax return and make decisions on how the money will be invested. Make management decisions. Creek 23 Capital (Investment Related) 462 E 800 N, Orem, UT 84097 Main Business: Dentistry Position & Start Date: Member, June 1, 2017 Hours/month (during business hours): 10
(10) Duties: Assist with account functions for primary investment held by the company FirstPurpose Tax (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Accounting and tax services for clients Position & Start Date: Tax Advisor, August 2017 Hours/month (during business hours): 80
(80) Duties: Review and deliver tax returns to clients KTC Properties (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for real estate assets Position & Start Date: Member, August 2017 Hours/month (during business hours): 2
(2) Duties: Keep the books, do the tax return KTB Ventures (Investment related) 462 E 800 N, Orem, UT 84097 Main business: Pooling money to invest in private ventures Position & State Date: Member, August 2017 Hours/month (during business hours): 1
(0) Duties: Keep the books, do the tax return and make decisions on how the money will be invested. Have input in management decisions.

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

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".
DA
DIVERSIFY ADVISORY SERVICES, LLC

ADVANCED WEALTH STRATEGIES GROUP | WESTRIDGE WEALTH STRATEGIES | WESTERMAN FINANCIAL | THS PRIVATE FAMILY OFFICE | THE CRESTWELL GROUP | SPARK FINANCIAL SERVICE | SERRATELLI FINANCIAL GROUP | ROCKY MOUNTAIN WEALTH ADVISORS | RIVER FINANCIAL GROUP | RESILIENT WEALTH MANAGEMENT | PROVIDENCE WEALTH ADVISORS | PLATINUM WEALTH GROUP | PATTERSON FINANCIAL SOLUTIONS | PARKVIEW WEALTH ADVISORS | NUCLEUS FINANCIAL GROUP | MINSKY FINANCIAL GROUP, LLC | MARCH FORWARD | LONGHORN FINANCIAL | LIVE OAK INVESTMENT PARTNERS | KLK CAPITAL MANAGEMENT, LLC | KEY ADVISORS WEALTH MANAGEMENT LLC | INVENTA WEALTH ADVISORS | INPAC WEALTH | ICONA WEALTH | HARDING FINANCIAL & INSURANCE | GROVE WEALTH ADVISORS | GRIFFIN WEALTH PARTNERS | GRADY CAPITAL GROUP | GOMEZ CORP | GLOBAL WEALTH PARTNERS, INC. | GLIDE FINANCIAL GROUP | GEN 1 FINANCIAL | FULCRUM INVESTMENT SERVICES | FIRST FINANCIAL CENTER OF DALLAS | FINANCIAL RESOURCES INC. | EVERGREEN ADVISOR GROUP | DIVERSIFY, INC. | DIVERSIFY ADVISORY SERVICES, LLC | DIVERSIFY ADVISOR NETWORK | DARK HORSE PRIVATE WEALTH | CITY CENTER WEALTH ADVISORS | CIPOLLA FINANCIAL ADVISORS | CAPATA FINANCIAL | BUTLER FINANCIAL ADVISORS | BRIDGE EQUITIES | BOSTON WEALTH ADVISOR GROUP | ASHLAND PACIFIC | ANIMAS CAPITAL MANAGEMENT LLC

CRD#: 326060 / SEC#: 801-128675
RIA
Registered Investment Advisory firm - SEC (8/31/2023 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
Utah
(2/5/2024)

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 65 — Uniform Investment Adviser Law Examination

Passed Jan 2018About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2019About the SIE exam

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Bryant Armstrong's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
BA
Follow Bryant
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required