Diversified Capital Wealth Management, LLC

Diversified Capital Wealth Management, LLC provides financial planning, consulting, and portfolio management to individuals (including both high‑net‑worth and non‑HNW clients), as well as trusts, estates, charitable organizations, corporations and other business entities. The firm also reports managing assets for investment company clients, a client type that is comparatively rare among its peers.

DCWM begins engagements with a review of client objectives and circumstances and delivers written plans, implementation assistance, and periodic reviews alongside asset management services. For investment management it commonly arranges for third‑party managers and reports the bulk of its advisory assets as non‑discretionary—clients often retain final trading authority—while retaining the ability to manage accounts on a discretionary basis when authorized.

The firm is affiliated with Diversified Capital Management, Inc., a life insurance agency, and its representatives are licensed to sell fixed insurance products and may receive insurance compensation, a relationship the brochure identifies as a potential conflict of interest when insurance is recommended. DCWM is a small, two‑adviser practice managing roughly $22 million for about 97 clients and typically uses outside custodians and third‑party managers rather than taking custody of client assets.