Trevin Richard Knell
Investment adviser representative at Diversify Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$4.1BFirm assets
2 yearsFirm in business
Are you Trevin Richard Knell? Claim your profile
Contact this firm
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, LLCFeb 2026 to now
- Byu AthleteMay 2019 to Feb 2026
- Lds MissionMay 2017 to May 2019
- StudentJan 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 8212467
- Firm CRD
- 329878