# Diversified Resources

Diversified Resources is a Bank / Wealth / Trust based in Warwick, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Warwick, United States
- **Region:** North America
- **Address:** Warwick, RI, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** https://divres.com/
- **LinkedIn:** https://www.linkedin.com/company/diversified-resources

## Regulatory record

- **CRD number:** 31346
- **SEC file number:** 801-108432
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/31346

## About

Diversified Resources is an SEC-registered investment adviser in Warwick, RI, registered since 2016. The firm manages approximately $269 million in assets. It has 6 employees and 1 investment adviser.

## Questions

### How is Diversified Resources structured as an advisory practice?

The firm operates as a Rhode Island-based registered investment advisor, charging asset-based and planning fees rather than commissions. This fiduciary structure legally obligates the firm to place client interests ahead of its own when recommending investments or financial strategies. The RIA model supports personalized portfolio construction rather than packaged-product distribution.

### What types of clients does Diversified Resources typically serve?

The firm focuses on individual families and small institutions in southern New England, particularly around the Warwick and greater Providence area. Client relationships are built around comprehensive financial planning—retirement income, education funding, estate transfer—rather than speculative growth mandates. The client base is concentrated enough to permit high-touch, face-to-face engagement.

### What asset classes does the firm use in client portfolios?

Portfolios are constructed primarily from publicly traded equities, investment-grade and municipal fixed-income securities, mutual funds, and exchange-traded funds. The investment process emphasizes strategic, long-horizon asset allocation informed by each client's tax bracket, liquidity needs, and risk tolerance. Direct private investments or alternative assets are not a disclosed component of the firm's standard offering.

### How does the firm's Rhode Island location shape its investment approach?

Proximity to clients in southern New England enables frequent in-person reviews and integration of local tax considerations—Rhode Island income tax and estate tax thresholds influence municipal-bond weighting and beneficiary designations. This local embeddedness creates relationship durability that national robo-advisory platforms find difficult to replicate for clients who value direct advisor access.

## Related profiles

- [Diversified Partners](https://altss.com/profile/diversified-partners)
- [Diversify Wealth Management](https://altss.com/profile/diversify-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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