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DIVERSIFIED FINANCIAL MANAGEMENT

NORWELL, MA · CRD 171813 · IAPD ↗ · dfmwealth.com · 781-792-0440

$338.8MRegulatory AUM
3Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — DIVERSIFIED FINANCIAL MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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