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DIVERSIFIED MANAGEMENT INC

MILWAUKEE, WI · CRD 106680 · IAPD ↗ · creamcityinvest.com · 414-292-1900

$1.87BRegulatory AUM
6Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
February 2026 — DIVERSIFIED MANAGEMENT INC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — DIVERSIFIED MANAGEMENT INC notice-filed in GA, MI, NY, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
February 2024 — DIVERSIFIED MANAGEMENT INC notice-filed in CO, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.