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DIVERSIFIED CAPITAL WEALTH MANAGEMENT, LLC
CRD 168428
11512 N. PORT WASHINGTON RD, STE 101C, MEQUON, WI, 53092, United States
Phone
414-688-7547
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.2M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2025-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $11.6M |
| High net worth individuals | 12 | $9.0M |
| Investment companies | 23 | $1.6M |
All web addresses on file
Official SEC filing: View on IAPD