Sara Ellen Hadad-Dembs
Investment Adviser Representative at Diversify Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sara Ellen Hadad-Dembs is an investment adviser representative with Diversify Wealth Management, LLC in Sitka, AK, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Diversify Advisory Services, LLC and Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Alaska.
Registrations & licenses
- Investment adviser:
- Alaska
- Broker:
5 states and territories
Alaska, Arizona, Colorado, South Dakota, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesSep 2019 – Dec 2023St Louis, MO
- Petersburg School DistrictAug 2017 – Aug 2019Petersburg, AK
- Aguilar School DistrictAug 2016 – Jul 2017Aguilar, CO
- DFPG Investments, LLCDec 2023 – no end date reportedSandy, UT
- Diversify Wealth Management, LLCMar 2025 – no end date reportedSandy, UT
- Diversify Advisory Services, LLCDec 2023 – Mar 2025Sandy, UT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Diversify Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- First $500,0001.00%
- $500,001 - $1,000,0001.00%
- $1,000,001 - $2,000,0000.85%
- $2,000,001 - $3,000,0000.85%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 75
- Offices listed on AdvisorFinder:
- 6
- Main office:
- South Jordan, UT
- SEC file number:
- 801-129521
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 18, 2026
View full firm profileOther advisors at Diversify Wealth Management, LLC
Showing 12 of 75 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sara Ellen Hadad-Dembs has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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