RIA Intel›Advisers›California›DIVERSIFIED WEALTH MANAGEMENT SOLUTIONS, LLC

DIVERSIFIED WEALTH MANAGEMENT SOLUTIONS, LLC

Advisory

FRESNO, CA

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in CA
#2,862
of 5,480 advisers by AUM
Average account
$356K
across 264 accounts
AUM per adviser
$94M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM
$94M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$94M
Discretionary AUM$87M
Non-Discretionary AUM$7M
Discretionary %92.9%
Total Clients135
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

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0.0% 1Y
WEALTH MANAGEMENT ADVISORS, LLC
$94M
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KING WEALTH ADVISORS, LLC
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