Diversified Capital Wealth Management, LLC

Overview

Diversified Capital Wealth Management, LLC is an independent, owner-operated registered investment adviser that serves individuals and families. The firm combines financial planning and portfolio management for individuals and small businesses with ancillary services including pension consulting and the selection of other advisers. It also operates as an insurance broker. The adviser bills clients on a percentage-of-assets basis and also uses hourly fees for some work. The firm identifies itself as a capital allocator and does not market itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives