Stephen Litman
Investment adviser representative at Diversify Wealth Management, LLC
10 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
10 years in the industry.
- Dfpg Investments, LLCApr 2025 to now
- Diversify Wealth Management, LLCFeb 2025 to now
- StifelJul 2022 to Feb 2025
- CompassNov 2019 to Apr 2022
- Performance SettlementApr 2019 to Oct 2019
- Robbins Research InternationalSep 2016 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, NC).
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
- 7605632
- Firm CRD
- 329878