Diversified, LLC

RIASEC Registered

Total AUM

$2.8B

Discretionary

$2.7B

98% of AUM

Avg account

$425K

Accounts

6,570

Employees

Advisory reps

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

FINTRX

Overview

Diversified, LLC is an independent investment adviser organized as a limited liability company and registered with the SEC in 2024. It serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that blends portfolio management with financial planning and related advisory services. The firm also operates as an insurance broker and offers pension consulting and selection-of-other-advisers capabilities, indicating a hybrid advice and distribution model. Fees are charged on a percentage-of-AUM basis alongside fixed and other fee arrangements. The firm does not identify as an active ESG investor. Diversified received a Citywire mention in 2023 ("50 Growers Across America"), reflecting some industry recognition.