Diversified, LLC

RIASEC RegisteredEst. 2024

Total AUM

$2.8B

Discretionary

$2.7B

98% of AUM

Avg account

$425K

Accounts

6,570

Employees

Advisory reps

Firm details

Headquarters: Wilmington, Delaware
CRD number: 331709
Registered since: August 5, 2024
Website: diversifiedllc.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI79.55%
Individuals15.76%
Pension & Profit Sharing Plans2.24%
Pooled Investment Vehicles1.73%
Corporations / Businesses0.72%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Diversified, LLC is an independent registered investment adviser that serves both individual and institutional clients. The firm performs fee-based portfolio management and financial planning and provides services that include management for pooled vehicles, pension consulting, and selection of other advisers. It also operates as an insurance broker and positions itself as a capital allocator, maintaining an internal private fund and allocating to third-party alternative managers. Citywire cited the firm in its "50 Growers Across America" coverage in 2023. Diversified’s public filings show a heavy reliance on pooled public funds and mutual funds as its primary vehicle for client exposure; that approach appears across separate managed account and SMA business lines. The firm is SEC-registered (2024) and lists a mix of percentage-of-AUM and fixed-fee billing arrangements.