# DIVERSIFIED WEALTH MANAGEMENT SOLUTIONS, LLC

DIVERSIFIED WEALTH MANAGEMENT SOLUTIONS, LLC of FRESNO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 170327
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170327/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170327/similar
- Related entities: https://search.stillhousedata.com/firm/170327/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170327

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.