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 organized as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator, blending fee structures that include percentage-of-AUM, fixed fees and other arrangements. Core advisory services include financial planning, portfolio management for individuals, small businesses and pooled vehicles, pension consulting and the selection of sub-advisers. The firm also operates as an insurance broker and lists affiliations with accounting and insurance firms. Diversified is not positioning itself as an ESG specialist; it is identified as an active non‑ESG investor. The firm launched its SEC registration in 2024 and has received at least one industry mention — a Citywire recognition in 2023 titled "50 Growers Across America."
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 4
Anthony Labarbera
Chief Operating OfficerCRD 3061077
David Levy
Chief Compliance OfficerCRD 5356917
Michael Fisher
Chief Executive OfficerCRD 4628860
Contacts
3 of 26
Tyler 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 209Active vs passive
$1.9B in ETFs
67%
$1.3B
21%
$624M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $554M | 18,816,940 | 29.36% |
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
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