Diversified, LLC

Registered investment advisor · Wilmington, Delaware · CRD #331709

Assets Under Management

$2.8B

Client Accounts

6,570

Employees

CRD Number

331709

Registration

SEC Registered

Custodian

Sei Private Trust Company, Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Diversified, LLC

Diversified, LLC is a fiduciary financial advisory firm registered with the SEC, offering tax-aware, long-term planning and comprehensive financial services across multiple states. It focuses on providing detailed financial planning for busy professionals, but does not offer tax or legal advice. As of 2026, the firm is no longer registered with the SEC.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Diversified, LLC

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Frequently Asked Questions

What is Diversified, LLC's AUM?

Diversified, LLC reports approximately $2.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Diversified, LLC headquartered?

Diversified, LLC is headquartered in Wilmington, Delaware.

What is Diversified, LLC's CRD number?

Diversified, LLC's CRD number is 331709. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.