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DIVERSIFIED WEALTH MANAGEMENT SOLUTIONS, LLC
CRD 170327
7948 N. MAPLE AVE, SUITE 107, FRESNO, CA, 93720, United States
Phone
559-412-8492
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$93.9M
Discretionary AUM
$87.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $24.4M |
| High net worth individuals | 35 | $61.8M |
| Pension/profit sharing plans | 2 | $800K |
| State/municipal entities | 1 | $5.8M |
| Corporations/business entities | 1 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD