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DIVERSIFIED RESOURCES, LLC
CRD 31346File 801-108432
APPROVED
Retail clients
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$268.8M
Below cohort median (national)
Discretionary AUM
$268.8M
Clients
640
1,240 accounts
Employees
6
Below cohort median in RI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 21, 2016
- Principal office
- 70 JEFFERSON BLVD, 4TH FLOOR, WARWICK, RI, 02888
- Phone
- (401) 941-1500
- Website
- https://divres.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $268.8M
- Discretionary AUM
- $268.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,240
- Non-discretionary accounts
- 0
- Total accounts
- 1,240
- AUM per client
- $420K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $264K |
| Charitable organizations | Fewer than 5 | $1.2M |
| High net worth individuals | 129 | $157.0M |
| Pension and profit sharing plans | Fewer than 5 | $4.4M |
| Individuals (other than high net worth individuals) | 511 | $106.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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- Q11D2
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.