DIVERSIFIED, LLC
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
FINTRXOverview
Diversified, LLC is an independent registered investment adviser that registered with the SEC in 2024 and serves both individual/family and institutional clients. The firm operates as a limited liability company and is identified as a capital allocator that also performs insurance brokerage. Its advisory services span financial planning, portfolio management for individuals, small businesses and pooled vehicles, pension consulting support, and selection of other advisers. Fee arrangements include percentage-of-AUM billing, fixed fees and other fee types. Diversified reports affiliations with an accounting firm and an insurance company and is not positioned as an active ESG investor. The firm received a Citywire accolade in 2023 labeled "50 Growers Across America." It also manages at least one private fund vehicle classified as Other and acts in roles beyond pure advisory—consistent with its mix of advisory and insurance activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities13%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
3 of 5ANTHONY LABARBERA
Chief Operating OfficerCRD 3061077
MICHAEL HORWATH
Chief Investment OfficerCRD 6015918
DAVID LEVY
Chief Compliance OfficerCRD 5356917
Contacts
3 of 23Tyler Procacci
Investment AnalystCRD 6831249
Anthony Barbosa
Business Development SpecialistCRD 8188415
CLARK SCHWEITZER
Senior Wealth AdvisorCRD 5813972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 204Active vs passive
$1.7B in ETFs
66%
$1.1B
22%
$564M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $466M | 18,185,644 | 28.01% |
Location
WILMINGTON, DE
NEW CASTLE
Location
WILMINGTON, DE
Headquartered in WILMINGTON, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- NEW CASTLE
- Address
- 3705 Concord Pike
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ASHFORD CAPITAL MANAGEMENT INC
RIAWILMINGTON, DE
RIVERSEDGE ADVISORS
RIAWILMINGTON, DE
AFFINITY WEALTH MANAGEMENT LLC
RIAWILMINGTON, DE
CLARITI WEALTH ADVISORS
RIAWILMINGTON, DE
DUPONT CAPITAL MANAGEMENT
RIAWILMINGTON, DE
GREAT VALLEY ADVISOR GROUP, LLC
RIAWILMINGTON, DE