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JS

Jacob P. Sybrowsky

DIVERSIFY WEALTH MANAGEMENT
Orem, UT 84097
Some features on this profile are disabled
CRD#: 7954941
JS

Professional summary

Jacob Prior Sybrowsky, who also goes by Jacob P Sybrowsky, Jacob Sybrowsky, is a registered financial advisor currently at DIVERSIFY WEALTH MANAGEMENT, LLC located in Orem, Utah.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jacob P Sybrowsky | Jacob Sybrowsky

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.
Through Hyde Park Holdings I work as a Master Strategic Partner with B10 Capital. We provide tax consulting for businesses and individuals. I am a co-trustee on a family trust and a contingent trustee on a trust for one of my wife's relatives.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Prior Sybrowsky'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®
None

Experience

Current

May 27, 2025 - Present

DIVERSIFY WEALTH MANAGEMENT, LLC

Office #1: 463 E 800 N, Orem, UT 84097
RIA
CRD#: 329878
Orem, 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".
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.

Highlighted states indicate IAR registrations

IAR
Utah
(5/27/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/22/2025
Uniform Investment Adviser Law Examination

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 - (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
48

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts12,760
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.

Company Information

DIVERSIFY WEALTH MANAGEMENT, LLC

CRD#: 329878Orem, UT 84097

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