Diversified Wealth Management Solutions, LLC

Overview

Diversified Wealth Management Solutions, LLC is an individually owned, independent registered investment adviser that provides fee-based portfolio management primarily for individuals, families and small businesses. The firm charges a percentage-of-AUM fee and reports both individual/family and institutional clients. It does not position itself as a capital allocator or a pension consultant, is not an active ESG investor, and is not registered as a multi-state adviser. The firm lists an industry affiliation with an insurance company, suggesting insurance products or relationships may be part of its broader client service model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices