Diversified Wealth Advisors, LLC

Overview

Diversified Wealth Advisors, LLC is an independent, individual-owned RIA that serves primarily individual and family clients on a fee-for-assets basis. The firm acts as a capital allocator: it provides financial planning, discretionary portfolio management for individuals and small businesses, selects third‑party advisers when appropriate, and runs educational seminars and workshops. It does not position itself as an ESG‑focused manager, and it operates on a single‑state basis rather than as a multi‑state adviser. The firm has an industry affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Custody