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DIVERSIFIED, LLC

WILMINGTON, DE · CRD 331709 · IAPD ↗ · 302-765-3500

$2.79BRegulatory AUM
34Advisory reps
53Employees
0Clients
More than 500Planning clients
1Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — DIVERSIFIED, LLC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
August 2026 — DIVERSIFIED, LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — DIVERSIFIED, LLC reported RAUM up 34% ($2.08B -> $2.79B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
April 2026 — DIVERSIFIED, LLC grew from 28 to 34 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2026 — DIVERSIFIED, LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
January 2026 — DIVERSIFIED, LLC added office(s): 7 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
December 2025 — DIVERSIFIED, LLC notice-filed in MN, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — DIVERSIFIED, LLC added office(s): 5 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — DIVERSIFIED, LLC reported RAUM up 34% ($1.55B -> $2.08B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
100
September 2024 — DIVERSIFIED, LLC (WILMINGTON, DE) is newly SEC-registered with $1.55B RAUM and 25 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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