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DILIGENT INVESTORS, LLC

REDLANDS, CA · CRD 158708 · IAPD ↗ · diligentinvestorsllc.com · (909) 792-2894

$663.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — DILIGENT INVESTORS, LLC notice-filed in IL, MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2025 — DILIGENT INVESTORS, LLC notice-filed in FL, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2024 — DILIGENT INVESTORS, LLC notice-filed in GA, IA.
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.