Guadalupe Arambula Camargo
Investment adviser representative at Diversify Wealth Management, LLC
21 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
21 years in the industry.
- Diversify Wealth Management, LLCJul 2024 to now
- Thrivent Advisor Network LLC dba Perspective Financial ServicesMar 2023 to Aug 2024
- Perspective Financial Services LLCMar 2005 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
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
- 5086119
- Firm CRD
- 329878