Gary Curtis Warnica
Investment adviser representative at Diversify Wealth Management, LLC
37 yearsExperience
2 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
37 years in the industry.
- Diversify Wealth Management, LLCJan 2025 to now
- Dfpg Investments, LLCJun 2023 to now
- Warnica Real Estate Ventures LLCJul 2021 to now
- Net Law Group Inc.Mar 2021 to now
- Diversify Advisory Services, LLCDec 2023 to Jan 2025
- Manpower Inc.Aug 2022 to Feb 2023
- Transamerica Financial Advisors, IncJun 2018 to Jun 2023
- World Financial Group, Inc.May 2018 to Jun 2023
- HoneywellDec 1989 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6978318
- Firm CRD
- 329878