Monica Rosalind Akbar
Investment adviser representative at Diversify Wealth Management, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Diversify Wealth Management, LLCJun 2026 to now
- Dfpg Investments, LLCJun 2026 to now
- Diversify Advisory Services, LLCJun 2026 to now
- E6 PortfoliosJul 2023 to Jun 2026
- M. H. Leblang, Inc.Aug 2019 to Jun 2026
- EverspireOct 2013 to Jun 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6262432
- Firm CRD
- 329878