Updated:
Diversified Wealth Advisors, LLC
Diversified Wealth Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 311903, SEC file 801-137374), with...
Overview
Diversified Wealth Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 311903, SEC file 801-137374), with its main office in Kansas City, Missouri. Its Form ADV filed on 30 September 2026 reports $138.0M in regulatory assets under management across 691 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$138.0M regulatory AUM (Form ADV, September 2026)
Location
Region
North America
Country
United States
City
Kansas City
Corporate office
Kansas City, MO, United States
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Diversified Wealth Advisors, LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.