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DIVERSIFIED, LLC
DIVERSIFIED ENTERPRISES, LLC
CRD 331709 · SEC 801-130728
3705 CONCORD PIKE, WILMINGTON, DE, 19803, United States
Phone
302-765-3500
Fax
302-765-3600
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.79B
Discretionary AUM
$2.73B
Team
53 total employees; 34 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; SOLICITOR FEES
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1154 | $440.0M |
| High net worth individuals | 828 | $2.22B |
| Pooled investment vehicles | 1 | $48.4M |
| Pension/profit sharing plans | 11 | $62.4M |
| Corporations/business entities | 8 | $20.1M |
States served
AL, AZ, CA, DE, GA, IL, IN, LA, MD, MA, MI, MN, NJ, NM, NY, NC, OH, PA, SC, TN, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD