DIVERSIFIED WEALTH MANAGEMENT SOLUTIONS, LLC
Firm details
- Headquarters
- FRESNO, California
- CRD number
- 170327
- Website
- diversifiedwms.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.81%
- Individuals25.99%
- State / Municipal Government6.18%
- Corporations / Businesses1.17%
- Pension & Profit Sharing Plans0.85%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Diversified Wealth Management Solutions, LLC is a privately held limited liability company that provides fee-based portfolio management primarily for individuals, families and small businesses. The firm charges a percentage of assets under management and serves both individual/family and institutional clients. Its advisory scope is focused on discretionary portfolio management, and it reports no active ESG investing program. Firm ownership is listed as individual and it does not identify as a multi-state adviser or a pension consultant. The firm also reports an affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
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 Funds65%
- Exchange Traded Equities11%
- US Government Bonds7%
- Investment Grade Corp Bonds7%
- Non-Exchange Traded Equities4%
Contacts
1 of 1MARK ALCORN
President and Wealth AdvisorCRD 4834967
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FRESNO, CA
FRESNO
Location
FRESNO, CA
Headquartered in FRESNO, CA, anchoring the Fresno-Madera-Hanford, CA metro in the West.
- Metro area
- Fresno-Madera-Hanford, CA
- Region
- West
- County
- FRESNO
- Address
- 7948 N Maple Ave
- Time zone
- PT (UTC-8)
- Office locations
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