Wealth Manager
    SEC Registered
    Manages Private Funds

    Diversified Management Inc

    Registered investment advisor · Milwaukee, Wisconsin · CRD #106680

    Assets Under Management
    $1.9B
    Client Accounts
    1,650
    Employees
    8
    CRD Number
    106680
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Diversified Management Inc

    Diversified Management Inc. is a large investment advisory firm based in Milwaukee, specializing in wealth management, financial planning, and tax services for high net worth clients. It manages 366 clients with significant discretionary assets.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Diversified Management Inc's AUM?

    Diversified Management Inc reports approximately $1.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Diversified Management Inc headquartered?

    Diversified Management Inc is headquartered in Milwaukee, Wisconsin.

    What is Diversified Management Inc's CRD number?

    Diversified Management Inc's CRD number is 106680. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Diversified Management Inc manage?

    Diversified Management Inc manages approximately 1,650 client accounts according to its latest SEC filing.

    Is Diversified Management Inc SEC registered?

    Yes, Diversified Management Inc is registered with the SEC as an investment adviser with an approved registration status.

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