Independent wealth advisory firm focused on multi-asset portfolio construction, retirement planning and tax-aware wealth management for affluent clients and small institutions. DIVERSIFY WEALTH MANAGEMENT, LLC offers discretionary investment management, financial planning and advisor-led solutions emphasizing diversified allocations, risk management and low-cost vehicles. The firm competes with regional RIAs and multi-family offices, targeting fee-based revenue, scalable advisory services and strategic partnerships with custodians and fintech platforms to expand AUM and client segmentation.
Independent wealth advisory firm focused on multi-asset portfolio construction, retirement planning and tax-aware wealth management for affluent clients and small institutions. DIVERSIFY WEALTH MANAGEMENT, LLC offers discretionary investment management, financial planning and advisor-led solutions emphasizing diversified allocations, risk management and low-cost vehicles. The firm competes with regional RIAs and multi-family offices, targeting fee-based revenue, scalable advisory services and strategic partnerships with custodians and fintech platforms to expand AUM and client segmentation.
Adopts a multi-asset, risk-aware investment philosophy that prioritizes diversified allocations across equities, fixed income, alternatives and tax-efficient vehicles to preserve and grow client capital. Emphasizes low-cost ETFs and active-satellite managers to balance cost control with targeted alpha. Capital deployment favors dynamic asset allocation driven by liability-aware planning and retirement time horizons, with glidepaths tailored to client goals. Underwriting focuses on manager selection, downside protection, and scenario analysis; portfolio governance uses disciplined rebalancing, stress testing and fee-transparent, fee-based client relationships to scale AUM and compete with regional RIAs and multi-family offices.
Adopts a multi-asset, risk-aware investment philosophy that prioritizes diversified allocations across equities, fixed income, alternatives and tax-efficient vehicles to preserve and grow client capital. Emphasizes low-cost ETFs and active-satellite managers to balance cost control with targeted alpha. Capital deployment favors dynamic asset allocation driven by liability-aware planning and retirement time horizons, with glidepaths tailored to client goals. Underwriting focuses on manager selection, downside protection, and scenario analysis; portfolio governance uses disciplined rebalancing, stress testing and fee-transparent, fee-based client relationships to scale AUM and compete with regional RIAs and multi-family offices.
| Trades 5806 | Longs Won 3630/5806 62% | Profit Factor 5.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.39M |
| Average Win $320,071.57 | Best Trade (Aug 28) $57.22M | Sharpe Ratio -7.83 |
| Average Loss -$90,307.25 | Worst Trade (Aug 02) -$25.79M | Z-Score 11.95 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4d | Expectancy $166,267.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 3,232 | $393,356.33 | $447,211.84 | - | $53,855.51 | 13.69% | -0.245% |
AAPL Apple Inc. | 449,050 | $112.25M | $138.72M | - | $26.46M | 23.57% | -7.354% |
ABBV AbbVie Inc. | 64,821 | $12.88M | $16.27M | - | $3.38M | 26.26% | -2.513% |
ABNB Airbnb, Inc. | 66,486 | $9M | $10.07M | - | $1.07M | 11.91% | -0.368% |
ABT Abbott Laboratories | 23,681 | $2.48M | $2.5M | - | $26,190.37 | 1.06% | +0.085% |
ABVX Abivax SA ADR | 20,817 | $2.37M | $2.6M | - | $232,879.2 | 9.84% | +0.475% |
ACN Accenture plc Class A | 5,930 | $1.86M | $983,905.6 | - | -$877,999.71 | -47.16% | +1.611% |
ACWV iShares MSCI Global Minimum Volatility ETF | 9,980 | $1.2M | $1.24M | - | $44,303.21 | 3.7% | -0.328% |
ACWX ISHARES MSCI ACWI EX U.S. ETF | 33,132 | $2.27M | $2.49M | - | $224,634.96 | 9.9% | -0.172% |
ADBE Adobe Inc. | 9,563 | $4.71M | $2.39M | - | -$2.31M | -49.11% | +1.013% |
ADI Analog Devices, Inc. | 6,529 | $2.29M | $2.4M | - | $106,959.29 | 4.67% | +0.202% |
ADP Automatic Data Processing Inc. | 36,413 | $8.66M | $9.7M | - | $1.04M | 12.01% | +0.982% |
ADSK Autodesk, Inc. | 1,030 | $242,946.01 | $241,226 | - | -$1,720.01 | -0.71% | -0.328% |
AEG Aegon N.V. | 27,006 | $196,063.56 | $254,936.64 | - | $58,873.08 | 30.03% | 0.0 |
AEIS Advanced Energy Industries Inc. | 840 | $271,076.4 | $243,196.79 | - | -$27,879.61 | -10.28% | +5.564% |
AEM Agnico Eagle Mines Limited | 8,669 | $1.38M | $1.26M | - | -$119,071.48 | -8.64% | -3.635% |
AEP American Electric Power Company, Inc. | 10,712 | $1.34M | $1.37M | - | $31,988.44 | 2.39% | +0.055% |
AER AerCap Holdings N.V. | 13,405 | $1.87M | $2.02M | - | $155,625.9 | 8.33% | -1.289% |
AES AES Corporation | 11,218 | $162,099.07 | $164,680.24 | - | $2,581.17 | 1.59% | -1.145% |
AFL Aflac Inc. | 7,268 | $783,568.23 | $926,524.64 | - | $142,956.41 | 18.24% | +0.094% |