DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC

DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC of ROSELAND, NJ is an SEC-registered investment adviser (CRD 321737). Regulatory assets under management: $154.4M.

Registration

• CRD: 321737
• SEC file number: 801-136395
• Type: Registered investment adviser
• Location: 101 EISENHOWER PKWY, SUITE 108, ROSELAND, NJ, 07068
• Phone: 973-226-6000
• Latest filing: 2026-07-28
• Regulatory AUM: $154.4M
• Discretionary AUM: $154.4M
• Clients: 6
• Accounts: 709

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321737 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search