# Diversified Wealth Management Solutions

Diversified Wealth Management Solutions is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/diversified-wealth-management-solutions-llc

## Regulatory record

- **CRD number:** 170327
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170327

## About

DIVERSIFIED WEALTH MANAGEMENT SOLUTIONS, LLC is a state-registered investment adviser in Fresno, CA. The firm manages $94 million in assets, $87 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### What investment sectors does Diversified Wealth Management Solutions focus on?

No sector preferences are publicly reported. Without disclosed portfolio companies or strategic communications, the firm's investment focus cannot be determined (public record).

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- [LEWIS FINANCIAL, LLC](https://altss.com/profile/lewis-financial-llc)
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Last updated: 2026-07-06T01:24:15.387Z

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