Diversify Welcomes $450M Salt Lake City Team, Crosses $10 Billion in Total Assets
Diversify Advisor Network, the advisor-founded and advisor-led wealth management platform, announced the addition of Inventa Wealth Advisors (“Inventa”), a $450 million practice joining Diversify’s Independent Platform from Ameriprise. Headquartered in Salt Lake City, Utah, Inventa consists of industry veterans Travis Kell, Jason Collier, Steve Tate, Steve Williams, Chalise Westenskow, and Blair Perry. “We are honored to have the......