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Diversified Partners
Diversified Partners is an SEC-registered investment adviser in Brentwood, TN, established in 2000. The firm manages $155 million in assets. It has 3 employees...
Diversified Partners
Diversified Partners is an SEC-registered investment adviser in Brentwood, TN, established in 2000. The firm manages $155 million in assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1994
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Brentwood
Corporate office
Brentwood, TN, United States
Principals
Timothy J. Pagliara
Chairman, CEO & Founder
Sector focus
Frequently asked questions
Who runs Diversified Partners?
Tim Pagliara is the Chairman, CEO, and founder. He built the firm from its Brentwood, Tennessee base and remains the central decision-maker for the firm's strategic direction and client relationships. His tenure anchors the firm's identity as a founder-led wealth management practice.
What services does Diversified Partners offer?
The firm provides integrated wealth management, including investment advisory, estate planning, tax strategy, retirement planning, and insurance solutions. This bundled approach targets high-net-worth individuals and business owners who want coordinated financial oversight rather than siloed specialist relationships.
Does Diversified Partners make direct private equity or venture investments?
The firm does not publicly operate dedicated private equity or venture capital vehicles. Its investment implementation focuses on liquid market strategies — equities, fixed income, and managed alternatives — paired with tax-advantaged planning. Direct deal activity, if any, is not disclosed.
Is Diversified Partners a single-family office?
No. It operates as an independent wealth management and advisory firm serving multiple clients, rather than managing assets for a single family. Its structure more closely resembles a regional registered investment advisor with integrated tax and estate capabilities.
Where does Diversified Partners focus geographically?
The firm is headquartered in Brentwood, Tennessee, with a client base concentrated in the Southeastern United States. Its regional orientation reflects the wealth demographics of growing Sunbelt markets and the founder's professional network in the area.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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