Ruben E. Vilorio
DIVERSIFY WEALTH MANAGEMENT
Sandy, UT 84070
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CRD#: 6767977
Professional summary
Ruben E Vilorio, CFP®, who also goes by Ruben Enrique VIlorio Sanchez, is a registered financial advisor currently at DIVERSIFY WEALTH MANAGEMENT, LLC located in Sandy, Utah and DFPG INVESTMENTS, LLC located in Sandy, Utah.
Ruben is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Ruben has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ruben Enrique Vilorio Sanchez
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. Mountain Crest Wealth Management; Non-Investment Related; 9017 S Riverside Dr, Suite 200, Sandy, UT 84070; 7/2017; LLC; Owner; 0% during business hours; To receive 1099 income as an independently contracted advisor. 2. Creating Ripples Around the World; Non-Profit; Spanish Fork, UT; Manager; 2% during business hours in a month; help receive donations and distribute funds. Duties that involve investment activity: not yet investing, but when we have enough surplus we intend to invest funds at which time i will be involved in making those decisions.
CRS (Client Relationship Summary) - RIA
Click below to view Ruben E Vilorio'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: 2018
Experience
Current
March 4, 2024 - Present
DIVERSIFY WEALTH MANAGEMENT, LLC
Office #1: 9017 S Riverside Dr. Suite 200, Sandy, UT 84070RIA
CRD#: 329878
Sandy, UT
Current
May 31, 2017 - Present
DFPG INVESTMENTS, LLC
Office #1: 9017 S Riverside Dr Suite 200, Sandy, UT 84070BD
CRD#: 155576
Sandy, UT
Past
September 15, 2023 - March 11, 2025
DIVERSIFY ADVISORY SERVICES, LLC
RIA
CRD#: 326060
SANDY, UT
Past
July 11, 2017 - December 31, 2023
DFPG INVESTMENTS, LLC
RIA
CRD#: 155576
Englewood, CO
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/16/2024)
RR
California(7/13/2018)
RR
Colorado(9/6/2017)
RR
Florida(6/12/2018)
RR
Georgia(1/16/2024)
RR
Hawaii(6/7/2024)
RR
Idaho(6/12/2018)
RR
Illinois(3/1/2024)
RR
Indiana(1/16/2024)
RR
Kansas(7/16/2025)
RR
Maryland(1/16/2024)
RR
Michigan(1/16/2024)
RR
Minnesota(10/8/2024)
RR
Missouri(7/27/2020)
RR
Montana(6/20/2019)
RR
Nevada(7/13/2018)
RR
New Mexico(1/16/2024)
RR
New York(12/6/2018)
RR
North Carolina(10/27/2020)
RR
Oklahoma(1/30/2024)
RR
Oregon(3/1/2024)
RR
Pennsylvania(3/1/2024)
RR
South Carolina(2/6/2020)
RR
Texas(9/11/2019)
RR
Utah(7/10/2017)
IAR
Utah(3/4/2024)
RR
Virginia(12/6/2018)
RR
Washington(7/27/2020)
RR
West Virginia(3/1/2024)
RR
Wyoming(1/30/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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
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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.
