Michael Mccabe
Investment adviser representative at Diversify Wealth Management, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Dfpg Investments, LLCMay 2025 to now
- Diversify Wealth Management, LLCFeb 2025 to now
- Dfpg Investments, LLCApr 2023 to Feb 2025
- Fox & Company Wealth ManagementAug 2022 to Feb 2023
- Capita Financial NetworkJan 2021 to Aug 2022
- Wealth Mode Financial PlanningJul 2020 to Jan 2021
- Mountain America Credit UnionJan 2020 to Jul 2020
- Utah Valley UniversityAug 2019 to Jan 2020
- LogmeinFeb 2019 to Aug 2019
- SolutionreachJul 2016 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2025
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
- 7210581
- Firm CRD
- 329878