Guadalupe A. Camargo

DIVERSIFY WEALTH MANAGEMENT

Phoenix, AZ 85014

Some features on this profile are disabled

CRD#: 5086119

Professional summary

Guadalupe Arambula Camargo, CFP®, who also goes by Lupe Arambula, Lupe Arambula Camargo, is a registered financial advisor currently at DIVERSIFY WEALTH MANAGEMENT, LLC located in Phoenix, Arizona.

Guadalupe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Guadalupe has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Estate Planning

Comprehensive Financial Planni...

Tax Planning

Do you have an area of expertise or specialization?

AUM

Business Owners

College/Education Planning

Entrepreneurs

Generation X

Investment Advice with Ongoing...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Lupe Arambula | Lupe Arambula Camargo

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 Guadalupe Arambula Camargo'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®

CFP^®

Certified Financial Planner

Start date: 2022

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

March 1, 2006 - April 4, 2023

PERSPECTIVE FINANCIAL SERVICES LLC

RIA

CRD#: 127704

PHOENIX, 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".

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
(7/18/2025)

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: 2/27/2006

Uniform Investment Adviser Law Examination

Current Firm

DIVERSIFY WEALTH MANAGEMENT, LLC

CRD#: 329878 / SEC#: 801-129521

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Joseph Di Vito

RBC CAPITAL MARKETS, LLC

IAR

Scottsdale, AZ

Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Tucson, AZ

Timothy Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Scottsdale, AZ

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Guadalupe A. Camargo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Guadalupe Arambula Camargo's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIVERSIFY WEALTH MANAGEMENT, LLC

THRIVENT ADVISOR NETWORK, LLC

PERSPECTIVE FINANCIAL SERVICES LLC

Primary Firm SEC Registration

DIVERSIFY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/27/2006

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

Contact information

Similar Advisors