DIVERSIFIED WEALTH ADVISORS, LLC

Overview

Diversified Wealth Advisors, LLC is an independent registered investment adviser operating as a limited liability company that manages portfolios for individuals, families and small-business owners. The firm charges a percentage-of-AUM advisory fee and positions itself as an allocator to third‑party managers rather than a market-timer. Its core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and investor education through seminars and workshops. The firm does not identify as an active ESG investor and maintains a relationship with an insurance company as an industry affiliate. Investment implementation emphasizes pooled public vehicles — primarily mutual funds — for core equity and fixed income exposure, while selectively allocating to external real estate strategies for alternative return streams. Custody and execution appear centralized through a single custodian relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices