Benjamin Thomas Newhouse
Investment adviser representative at Diversify Wealth Management, LLC
19 yearsExperience
4 statesRegistered in
PFSDesignation
$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.
- Diversify Wealth Management, LLCSep 2025 to now
- Dfpg Investments, Inc.Jul 2015 to now
- Integrated Advisors NetworkJul 2015 to now
- Vineyard Asset Management, LLCOct 2007 to now
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 4 states (CO, MO, OK, 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
- 3105894
- Firm CRD
- 329878