# Diversified, LLC

> Diversified, LLC is an SEC-registered investment advisory firm in Wilmington, DE, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 4, 2026.

- CRD: 331709
- Filed as: DIVERSIFIED, LLC
- Legal name: Diversified Enterprises, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wilmington, DE
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331709
- AdvisorCensus page: https://advisorcensus.com/firm/diversified-llc-wilmington-de-331709

## Quick answers

**How is Diversified, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Diversified, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**How much does Diversified, LLC charge?**
Its Form ADV Part 2A brochure dated March 22, 2026 states: Hourly rate: $250 to $500 an hour (Financial consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Diversified, LLC located?**
Diversified, LLC's principal office is in Wilmington, DE, according to its Form ADV; the September 2026 filing also lists 7 other offices (Schedule D, Section 1.F).

**Is Diversified, LLC registered with the SEC or a state?**
Diversified, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331709.

**How much does Diversified, LLC manage?**
Diversified, LLC reports $2,791,127,378 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (98% discretionary).

**How have Diversified, LLC's assets and staff changed since 2024?**
In the Form ADV data for Diversified, LLC: Regulatory assets under management: $1,553,774,222 in the October 2024 data and $2,791,127,378 in the October 2026 data, up 80%. Total employees: 41 in October 2024 and 53 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Diversified, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,154); high net worth individuals (828); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Which custodians does Diversified, LLC use?**
Diversified, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Private Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Diversified, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331709

**What changed in Diversified, LLC's recent Form ADV filings?**
In the September 2026 filing data: Added an office in Raleigh, NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 22, 2026)

- Hourly rate: $250 to $500 an hour (Financial consulting services)

> Financial consulting services fees are charged on an hourly basis, with hourly fees ranging from $250 to $500, depending on a number of factors, including the nature and complexity of the client's circumstances and upon mutual agreement with the client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- SEI Private Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,791,127,378
- Discretionary: $2,726,837,211
- Non-discretionary: $64,290,167

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,154 | $440,014,142 |
| High net worth individuals | 828 | $2,220,287,457 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $48,362,405 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $62,398,145 |
| Corporations or other businesses not listed above | 8 | $20,065,229 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 53 total, 34 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AZ, CA, CT, DE, FL, GA, IL, IN, LA, MA, MD, MI, MN, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Alpharetta, GA
- Ann Arbor, MI
- Mountain Brook, AL
- Northampton, MA
- Raleigh, NC
- Wayne, PA
- Wexford, PA

### Websites listed on Form ADV (Item 1.I)
- diversifiedllc.com
- Facebook @DiversifiedLLCDE
- Instagram @DiversifiedLLC
- LinkedIn @diversifiedllc
- Pinterest @Diversified_LLC
- X @DiversifiedLLC_
- YouTube @UCEiV18J0pgVniQQZ7iABdSQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $1,553,774,222 | 41 | September 23, 2024 |
| October 2025 | $2,080,500,590 | 45 | March 27, 2025 |
| October 2026 | $2,791,127,378 | 53 | August 4, 2026 |

Regulatory assets under management: $1,553,774,222 in the October 2024 data and $2,791,127,378 in the October 2026 data, up 80%.
Total employees: 41 in October 2024 and 53 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Added an office in Raleigh, NC.

### August 2026
- Registered or notice-filed in VT.

### July 2026
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $2,080,500,590 to $2,791,127,378 (+34%).
- Employees performing advisory functions went from 28 to 34.
- Changed its office addresses in Wayne, PA.
- No longer lists an office in Buzzards Bay, MA.

### March 2026
- Added an office in Ann Arbor, MI.

### January 2026
- Added an office in Wexford, PA.

### December 2025
- Registered or notice-filed in MN, NM.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Diversified, LLC (CRD 331709): Form ADV filing data as of October 2026.