Derek Paul Farley
Investment adviser representative at Diversify Wealth Management, LLC
11 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
11 years in the industry.
- Diversify Wealth Management, LLCFeb 2024 to now
- Firstpurpose WealthSep 2022 to Feb 2024
- Blue Barn WealthJan 2019 to Sep 2022
- Ljcooper Wealth AdvisorsMar 2017 to Dec 2018
- Uvu Concurrent Enrollment Dept.Aug 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 7243738
- Firm CRD
- 329878