David Jay Wrigley
Investment adviser representative at Diversify Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$4.6BFirm 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
13 years in the industry.
- Diversify Advisory Services, LLCSep 2023 to now
- Dfpg Investments, Inc.Oct 2022 to now
- Foresight Wealth ManagementJul 2018 to Oct 2022
- DmbaMar 2013 to Jul 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (UT).
Diversify Advisory Services, LLC
$4.6BAssets managed
5,322Clients
99Advisers
3 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
- 4821439
- Firm CRD
- 326060