# Diversified Wealth Management Solutions, LLC

> Diversified Wealth Management Solutions, LLC is a state-registered investment advisory firm in Fresno, CA, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 170327
- Filed as: DIVERSIFIED WEALTH MANAGEMENT SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fresno, CA
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170327
- AdvisorCensus page: https://advisorcensus.com/firm/diversified-wealth-management-solutions-llc-fresno-ca-170327

## Quick answers

**How is Diversified Wealth Management Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Diversified Wealth Management Solutions, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Diversified Wealth Management Solutions, LLC located?**
Diversified Wealth Management Solutions, LLC's principal office is in Fresno, CA, according to its Form ADV.

**Is Diversified Wealth Management Solutions, LLC registered with the SEC or a state?**
Diversified Wealth Management Solutions, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170327.

**How much does Diversified Wealth Management Solutions, LLC manage?**
Diversified Wealth Management Solutions, LLC reports $93,900,000 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (93% discretionary).

**What types of clients does Diversified Wealth Management Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (35); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Diversified Wealth Management Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170327

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $93,900,000
- Discretionary: $87,200,000
- Non-discretionary: $6,700,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 96 | $24,400,000 |
| High net worth individuals | 35 | $61,800,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $800,000 |
| State or municipal government entities (including government pension plans) | 1 | $5,800,000 |
| Corporations or other businesses not listed above | 1 | $1,100,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- diversifiedwms.com
- Facebook @DiversifiedWealthMS
- LinkedIn @diversified-wealth-management-solutions-llc
- LinkedIn @mark-alcorn-cfp®-9b966925

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Diversified Wealth Management Solutions, LLC (CRD 170327): Form ADV filing data as of October 2026.