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Michael Amado Larriva

Investment adviser representative at Diversify Wealth Management, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4.1BFirm assets

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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

19 years in the industry.

  1. Diversify Wealth Management, LLCJul 2024 to now
  2. Thrivent Advisor Network LLC dba Perspective Financial ServicesMar 2023 to now
  3. Perspective Financial Services, LLCSep 2007 to Mar 2023

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law1996

State registrations

Registered as an investment adviser representative in 2 states (AZ, TX).

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
2402601
Firm CRD
329878
Advisor's SEC record (opens in a new tab)
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