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DIVERSIFIED WEALTH ADVISORS, LLC
CRD 311903
1251 NW BRIARCLIFF PARKWAY, SUITE 140, KANSAS CITY, MO, 64116, United States
Phone
816-984-8620
Fax
(816) 984-8625
Registration
— (—)
Source
State registered
Total AUM
$104.0M
Discretionary AUM
$104.0M
Team
5 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 338 | $59.0M |
| High net worth individuals | 37 | $45.0M |
All web addresses on file
Official SEC filing: View on IAPD