Wealth Manager
    SEC Registered
    Manages Private Funds

    Diversified Resources, LLC

    Registered investment advisor · Warwick, Rhode Island · CRD #31346

    Assets Under Management
    $269M
    Client Accounts
    1,240
    Employees
    6
    CRD Number
    31346
    Registration
    SEC Registered
    Custodian
    Sei Investments Distribution Co.

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

    About Diversified Resources, LLC

    Diversified Resources, LLC is a SEC-registered investment advisory firm headquartered in Warwick, Rhode Island, managing approximately $269M in regulatory assets across 1,240 client accounts. The firm's full regulatory record is filed with the SEC under CRD #31346.

    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 Resources, LLC

    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 Resources, LLC's AUM?

    Diversified Resources, LLC reports approximately $269M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Diversified Resources, LLC headquartered?

    Diversified Resources, LLC is headquartered in Warwick, Rhode Island.

    What is Diversified Resources, LLC's CRD number?

    Diversified Resources, LLC's CRD number is 31346. 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 Resources, LLC manage?

    Diversified Resources, LLC manages approximately 1,240 client accounts according to its latest SEC filing.

    Is Diversified Resources, LLC SEC registered?

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

    Similar advisors in Rhode Island

    Fiam LLC
    Smithfield, RI · $347.7B AUM
    Providence Equity Partners L.L.C.
    Providence, RI · $24.1B AUM
    Nautic Partners, LLC
    Providence, RI · $14.3B AUM
    Citizens Securities, Inc.
    Johnston, RI · $12.9B AUM
    Global Strategic Risk Management, LLC
    Providence, RI · $2.9B AUM
    Parsons Capital Management Inc
    Providence, RI · $2.4B AUM
    See all top RIA firms in Rhode Island →

    Research firms like Diversified Resources, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial