Diversifi Capital Inc
Diversifi Capital Inc is an SEC-registered wealth manager in Los Altos, CA with $671.4M assets under management (AUM, regulatory AUM), +47% over one year. See who owns Diversifi Capital Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 242788, SEC 801-121391, data through 2026-05-21.
- AUM (assets under management / regulatory AUM)
- $671.4M (2026-05-21)
- Firm type
- Wealth Manager
- Location
- Los Altos, CA
- Employees
- 13
- Clients
- 277
- CRD
- 242788
- Ownership
- DINGLER, NATHAN, MICHAEL; AU, ALFRED, HO FAI; VO, RAYMOND, MAC
How much AUM does Diversifi Capital Inc have?
Diversifi Capital Inc reported $671.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-21).
Who owns Diversifi Capital Inc?
Disclosed owners and executives of Diversifi Capital Inc include DINGLER, NATHAN, MICHAEL, AU, ALFRED, HO FAI, VO, RAYMOND, MAC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.