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DIVERSIFIED MANAGEMENT INC
CRD 106680File 801-46436
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.87B
Top 25% of cohort (national)
Discretionary AUM
$1.73B
Non-discretionary $133.4M
Clients
340
1,650 accounts
Employees
8
Top 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 18, 1994
- Principal office
- 330 E. KILBOURN AVE., SUITE 1475, MILWAUKEE, WI, 53202
- Phone
- 414-292-1900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.87B
- Discretionary AUM
- $1.73B
- Non-discretionary AUM
- $133.4M
- Discretionary accounts
- 1,423
- Non-discretionary accounts
- 227
- Total accounts
- 1,650
- AUM per client
- $5.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $117.9M |
| High net worth individuals | 212 | $1.70B |
| Individuals (other than high net worth individuals) | 127 | $53.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.