DIVERSIFIED WEALTH MANAGEMENT SOLUTIONS, LLC

DIVERSIFIED WEALTH MANAGEMENT SOLUTIONS, LLC of FRESNO, CA is an SEC-registered investment adviser (CRD 170327). Regulatory assets under management: $93.9M.

Registration

• CRD: 170327
• Type: Registered investment adviser
• Location: 7948 N. MAPLE AVE, FRESNO, CA, 93720
• Phone: 559-412-8492
• Latest filing: 2026-02-10
• Regulatory AUM: $93.9M
• Discretionary AUM: $87.2M
• Non-discretionary AUM: $6.7M
• Clients: 1
• Accounts: 264

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170327 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search