RIA Intel›Advisers›Missouri›DIVERSIFIED WEALTH ADVISORS, LLC

DIVERSIFIED WEALTH ADVISORS, LLC

Advisory

KANSAS CITY, MO

Data as of Aug 25, 2026 · Source: SEC Form ADV

Rank in MO

#228

of 342 advisers by AUM

Average account

$200K

across 691 accounts

AUM per adviser

$46M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM

$138M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$138M

Discretionary AUM$138M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients408

Team

Total Employees5

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS, MO, TX

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

408 clients

113 high-net-worth

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

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

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