Diversified Wealth Advisors, LLC
Firm details
- Headquarters
- Kansas City, Missouri
- CRD number
- 311903
- Registered since
- September 24, 2026
- Website
- diversifiedsolutionsllc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI56.16%
- Individuals43.84%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Diversified Wealth Advisors, LLC is an independent, individual-owned RIA that provides financial planning and portfolio management for individuals and small businesses. The firm positions itself as a capital allocator and performs manager selection, which aligns with its advisory activities that include financial planning, portfolio management, selection of other advisers, and educational seminars/workshops. Diversified Wealth Advisors charges fees based on a percentage of assets under management and is affiliated with an insurance company. The firm is registered with the SEC (registered in 2026) and does not identify as an active ESG investor.
Assets & Accounts
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 Funds72%
- Exchange Traded Equities24%
- Cash & Cash Equivalents4%
Contacts
3 of 3
Kent Stelljes
Financial AdvisorCRD 6726607
Bradford Buckler
Investment Adviser RepresentativeCRD 2250998
Bryan Stober
Financial PlannerCRD 7344941
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kansas City, MO
Clay
Location
Kansas City, MO
Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Clay
- Address
- 1251 Nw Briarcliff Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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