Diversified Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$104,000,000
Total clients
375
10% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
125
Average account size
$277,333
About
The firm provides discretionary asset management and financial planning primarily to individual clients, and it also offers educational seminars and workshops for the public. Asset management is delivered by selecting portfolios and asset allocations and by referring clients to sub-advisors and co-advisors who execute trades and maintain investment models.
Investment recommendations are tailored to each client’s stated objectives and may draw on fundamental, technical, charting, and cyclical analysis; accounts are reviewed at least quarterly. The firm delegates trading authority to sub-advisors and notes that client exposure can include underlying funds or sub-advised strategies that may use derivatives, with related risks described in its brochure.
Noteworthy distinctions disclosed by the firm include an affiliation with an insurance business whose representatives receive insurance commissions, a potential conflict the brochure identifies and describes how it is mitigated. The firm’s brochure also discloses prior regulatory actions involving firm management in 1999–2001 (state and FINRA matters resulting in fines and a temporary suspension), and it reports carrying professional liability insurance and a multi-sub-advisor operating model.
Client services
Expertise
Fee options
Seminars and workshops fee up to $50 for books and materials.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001+: 0.80%
Investment Advisor Representatives receive commissions from insurance product sales as licensed insurance agents.
Main office location
Diversified Wealth Advisors, LLC
1251 Nw Briarcliff Parkway, Suite 140
Kansas City MO 64116, United States
Number of offices
1
Most active in
Kansas · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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