Kyra
Montes
Diversify Wealth Management, LLC
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About this Advisor
Kyra Montes is a financial advisor based in Sandy, Utah, working with Diversify Wealth Management, LLC. Kyra has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Mccarys Jewelers, Professional Management Services, Five Star Nutrition, Ulta, Doordash, Northeastern State University, Orange Theory Fitness, Centenary College Of Louisiana, White Water Waterpark, Caddo Parish School Board, Splash Kingdom, Bossier Parish Community College, Mississippi College, Louisiana State University In Shreveport, Morgan Stanley, Bank Of America, Plunj, and Diversify. Kyra has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Utah. Currently, Kyra is part of Diversify Wealth Management, LLC, which operates out of Sandy, Utah. The firm has 5 offices and 48 employees. The firm manages assets totaling $2.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Diversify Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Diversify Wealth Management, LLC Brokerage Details
$2,526,799,821
48
12,760
$198,025
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kyra Montes Work History
Diversify
Louisiana State University In Shreveport
Morgan Stanley
Bank Of America
Plunj
Merrill Lynch, Pierce, Fenner & Smith Inc
Mccarys Jewelers
Professional Management Services
Five Star Nutrition
Ulta
Doordash
Bossier Parish Community College
Northeastern State University
Orange Theory Fitness
Caddo Parish School Board
White Water Waterpark
Caddo Parish School Board
Centenary College Of Louisiana
Mississippi College
Splash Kingdom
Louisiana State University In Shreveport
Disclosures
Please visit the SEC profile of Kyra Montes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Diversify Wealth Management, LLC
Sandy, UT
Orem, UT
Sandy, UT
Sandy, UT
Cave Creek, AZ
Orem, UT
Sandy, UT
Orem, UT
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