DIVERSIFIED CAPITAL WEALTH MANAGEMENT, LLC

Overview

Diversified Capital Wealth Management, LLC operates as an independent registered investment advisor (RIA) and serves individual and family clients. The firm is structured as a limited liability company and is owned by an individual. It engages in various advisory activities, including financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. Additionally, the firm functions as an insurance broker, integrating insurance solutions into its wealth management offerings. Although it does not actively pursue environmental, social, and governance (ESG) investments, it maintains a focus on capital allocation and investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices