RIA Intel›Advisers›Wisconsin›DIVERSIFIED CAPITAL WEALTH MANAGEMENT, LLC

DIVERSIFIED CAPITAL WEALTH MANAGEMENT, LLC

Advisory

MEQUON, WI

Data as of Aug 26, 2026 · Source: SEC Form ADV

Average account

$200K

across 100 accounts

AUM per adviser

$10M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$20M

Discretionary %

0%

Clients

110

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$20M

Discretionary AUM$0

Non-Discretionary AUM$20M

Discretionary %0%

Total Clients110

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

110 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

FIDUCIARY INSIGHT, LLC

$20M

KOCH RICHARD A & CO INC

GERMANTOWN, WI

$20M

-20.8% 1Y

THOMAS FINANCIAL PLANNING, LLC

$19M

HOHENSEE FINANCIAL SERVICES, INC.

DOUSMAN, WI

$19M

THE OLYMPIA GROUP LLC

$21M

SARKAUSKAS & ASSOCIATES INC

RHINELANDER, WI

$21M

-22.1% 1Y

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