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DIVERSIFIED, LLC

WILMINGTON, DE · CRD 123859 · IAPD ↗ · pinterest.com · 302-765-3500

$1.55BRegulatory AUM
22Advisory reps
37Employees
0Clients
More than 500Planning clients
1Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2024 — DIVERSIFIED, LLC (WILMINGTON, DE) left the SEC roster (was $1.55B RAUM, 22 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
55
April 2024 — DIVERSIFIED, LLC added office(s): 6 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
February 2024 — DIVERSIFIED, LLC notice-filed in CT, WA, WI.
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.