Stephanie Ryan Birenbaum
Investment adviser representative at Diversify Wealth Management, LLC
11 yearsExperience
4 statesRegistered 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
11 years in the industry.
- Diversify Wealth Management, LLCApr 2025 to now
- Dfpg InvestmentsApr 2025 to now
- Diversify Advisory Services, LLCApr 2025 to now
- Osaic Wealth, Inc.Jan 2024 to Apr 2025
- Woodbury Financial Services, IncJan 2015 to Jan 2024
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 4 states (NE, UT, WA, WI).
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
- 5103624
- Firm CRD
- 329878