DIVERSIFIED CAPITAL WEALTH MANAGEMENT, LLC

DIVERSIFIED CAPITAL WEALTH MANAGEMENT, LLC of MEQUON, WI is an SEC-registered investment adviser (CRD 168428). Regulatory assets under management: $22.2M.

Registration

• CRD: 168428
• Type: Registered investment adviser
• Location: 11512 N. PORT WASHINGTON RD, MEQUON, WI, 53092
• Phone: 414-688-7547
• Latest filing: 2025-06-05
• Regulatory AUM: $22.2M
• Non-discretionary AUM: $22.2M
• Clients: 2
• Accounts: 120

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168428 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search