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DIVERSIFIED WEALTH ADVISORS, LLC
CRD 311903File 801-137374
APPROVED
Retail clients
Disclosure events
Filing as of Aug 25, 2026
Feed vintage Sep 25, 2026
Regulatory AUM
$138.0M
Bottom 25% of cohort (national)
Discretionary AUM
$138.0M
Clients
408
691 accounts
Employees
5
Bottom 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 24, 2026
- Principal office
- 1251 NW BRIARCLIFF PARKWAY, SUITE 140, KANSAS CITY, MO, 64116
- Phone
- 816-984-8620
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $138.0M
- Discretionary AUM
- $138.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 691
- Non-discretionary accounts
- 0
- Total accounts
- 691
- AUM per client
- $338K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 113 | $77.5M |
| Individuals (other than high net worth individuals) | 295 | $60.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D5
- Q11E2
- Q11E4
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DIVERSIFIED WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DIVERSIFIED WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.