DIVERSIFIED WEALTH ADVISORS, LLC

DIVERSIFIED WEALTH ADVISORS, LLC of KANSAS CITY, MO is an SEC-registered investment adviser (CRD 311903). Regulatory assets under management: $104.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 311903
• Type: Registered investment adviser
• Location: 1251 NW BRIARCLIFF PARKWAY, KANSAS CITY, MO, 64116
• Phone: 816-984-8620
• Latest filing: 2026-02-16
• Regulatory AUM: $104.0M
• Discretionary AUM: $104.0M
• Clients: 5
• Accounts: 627

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311903 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search