Uma Ashok Khandkar
Investment adviser representative at Diversify Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
$4.1BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Diversify Wealth Management, LLCMar 2026 to now
- Fidelity InvestmentsDec 2020 to Mar 2026
- Media One/windermere Real EstateJan 2012 to Dec 2020
- Western Governors UniversityJan 2009 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
Diversify Wealth Management, LLC
$4.1BAssets managed
4,857Clients
78Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2268663
- Firm CRD
- 329878