Ben T. Brackett

DIVERSIFY WEALTH MANAGEMENT

OREM, UT 84097

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CRD#: 6910752

Professional summary

Ben Taylor Brackett, CFP®, who also goes by Benjamin Taylor Brackett, is a registered financial advisor currently at DIVERSIFY WEALTH MANAGEMENT, LLC located in Orem, Utah.

Ben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ben has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Benjamin Taylor Brackett

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.

Mr. Brackett is a licensed insurance agent. He holds appointments directly with various insurance companies as well as with Teton Wealth Management, LLC. Teton Wealth Management, LLC. is located at 764 E Winchester St, Murray, UT 84107. Mr. Brackett devotes one hour a month to this endeavor. Mr. Brackett devotes no hours to this business during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ben Taylor Brackett'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: 2020

Experience

Current

March 27, 2024 - Present

DIVERSIFY WEALTH MANAGEMENT, LLC

Office #1: 980 East 800 North Suite 203, Orem, UT 84097

RIA

CRD#: 329878

OREM, UT

Past

March 9, 2022 - July 16, 2024

CALIBER WEALTH MANAGEMENT, LLC

RIA

CRD#: 173280

OREM, UT

Past

February 1, 2021 - February 23, 2022

TETON WEALTH GROUP LLC

RIA

CRD#: 311230

MURRAY, UT

Past

June 4, 2019 - February 23, 2022

SOWELL MANAGEMENT

RIA

CRD#: 127145

Murray, UT

Past

June 15, 2018 - May 29, 2019

DFPG INVESTMENTS, LLC

RIA

CRD#: 155576

SALT LAKE CITY, UT

Past

March 23, 2018 - May 29, 2019

DFPG INVESTMENTS, LLC

CRD#: 155576

SALT LAKE CITY, UT

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

Texas
(4/25/2025)

IAR

Utah
(3/27/2024)

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

State Security Law Exam

IAR

Series 66

Date: 6/15/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/23/2018

General Securities Representative Examination

Current Firm

DIVERSIFY WEALTH MANAGEMENT, LLC

CRD#: 329878 / SEC#: 801-129521

RIA

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

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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

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.

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Advisor Monitoring

Firm Stability Insights

Ben T. Brackett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ben Taylor Brackett's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALIBER WEALTH MANAGEMENT, LLC

TETON WEALTH GROUP LLC

SOWELL MANAGEMENT

DFPG INVESTMENTS, LLC

DFPG INVESTMENTS, LLC

Primary Firm SEC Registration

DIVERSIFY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/15/2018

SIE

Date: 10/1/2018

Series 7

Date: 3/23/2018

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

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