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DIVERSIFIED, LLC
Legal name: DIVERSIFIED ENTERPRISES, LLC
CRD 331709File 801-130728
APPROVED
Retail clients
Custody
Filing as of Aug 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.79B
Top 25% of cohort (national)
Discretionary AUM
$2.73B
Non-discretionary $64.3M
Clients
2,002
6,570 accounts
Employees
53
Top 25% of cohort in DE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 5, 2024
- Principal office
- 3705 CONCORD PIKE, WILMINGTON, DE, 19803
- Phone
- 302-765-3500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.79B
- Discretionary AUM
- $2.73B
- Non-discretionary AUM
- $64.3M
- Discretionary accounts
- 6,541
- Non-discretionary accounts
- 29
- Total accounts
- 6,570
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $20.1M |
| High net worth individuals | 828 | $2.22B |
| Pooled investment vehicles | 1 | $48.4M |
| Pension and profit sharing plans | 11 | $62.4M |
| Individuals (other than high net worth individuals) | 1,154 | $440.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — SOLICITOR FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.