A complete list of active advisors currently associated with Diversified Wealth Advisors, LLC

Warmer can help you find a great advisor at Diversified Wealth Advisors, LLC or one who fits your needs even better.

The firm provides discretionary asset management and financial planning primarily to individual clients, and it also offers educational seminars and workshops for the public. Asset management is delivered by selecting portfolios and asset allocations and by referring clients to sub-advisors and co-advisors who execute trades and maintain investment models. Investment recommendations are tailored to each client’s stated objectives and may draw on fundamental, technical, charting, and cyclical analysis; accounts are reviewed at least quarterly. The firm delegates trading authority to sub-advisors and notes that client exposure can include underlying funds or sub-advised strategies that may use derivatives, with related risks described in its brochure. Noteworthy distinctions disclosed by the firm include an affiliation with an insurance business whose representatives receive insurance commissions, a potential conflict the brochure identifies and describes how it is mitigated. The firm’s brochure also discloses prior regulatory actions involving firm management in 1999–2001 (state and FINRA matters resulting in fines and a temporary suspension), and it reports carrying professional liability insurance and a multi-sub-advisor operating model.

To learn more about the advisors currently working at Diversified Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.