Wealth Manager
    SEC Registered
    Manages Private Funds

    Diversified Portfolios, Inc.

    Registered investment advisor · Bloomfield Hills, Michigan · CRD #108942

    Assets Under Management
    $1.9B
    Client Accounts
    2,514
    Employees
    19
    CRD Number
    108942
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Diversified Portfolios, Inc.

    Diversified Portfolios, Inc., founded in 1993, specializes in creating tailored financial plans for affluent couples, focusing on trust and long-term partnerships. The firm emphasizes cost management, tax optimization, and diversified portfolios for stable performance. It has around 620 clients and operates with a team of 11-50 employees.

    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 Portfolios, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Diversified Portfolios, Inc.'s AUM?

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

    Where is Diversified Portfolios, Inc. headquartered?

    Diversified Portfolios, Inc. is headquartered in Bloomfield Hills, Michigan.

    What is Diversified Portfolios, Inc.'s CRD number?

    Diversified Portfolios, Inc.'s CRD number is 108942. 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 Portfolios, Inc. manage?

    Diversified Portfolios, Inc. manages approximately 2,514 client accounts according to its latest SEC filing.

    Is Diversified Portfolios, Inc. SEC registered?

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

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