Fee-OnlyFinder

Diversified, LLC

Financial planning in Wilmington, DE

SEC registeredNo commissions reported

Call (302) 765-3500Send a messageMap ↗

Public-record details

Address
3705 Concord Pike, Wilmington, DE 19803
Phone
(302) 765-3500
Listed under
Financial planning, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Diversified Enterprises, LLC
CRD number
331709
Registration
SEC registered since 2024-08-05
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees; Other (Solicitor Fees)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management
$2.8 billion
Accounts managed
6,570
Clients reported (Form ADV 5.D)
2,002
Individual / high-net-worth clients
1,154 / 828
Employees
53
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-08-04

SEC registered investment adviser, CRD 331709, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Wilmington

Affinity Wealth Management LLC2751 Centerville Road, Suite 110 · Wilmington, DE 19808 · (302) 652-6767 · Financial planningCRD 290735 · % of assets, Hourly charges, Fixed fees · $872.5 million AUMSEC registeredNo commissions reportedAnnova LLC1000 N. West Street, Suite 1200 · Wilmington, DE 19801 · (302) 668-5300 · Financial planningCRD 309737 · % of assets · $19.7 million AUMState registeredNo commissions reportedAshford Capital Management INCOne Walkers Mill Road · Wilmington, DE 19807 · (302) 655-1750 · % of assets managedCRD 110696 · % of assets, Performance-based fees · $965.8 million AUMSEC registeredNo commissions reportedBenchmark Financial, LLC2 Righter Parkway, Suite 100 · Wilmington, DE 19803 · (302) 635-9760 · Financial planningCRD 297443 · % of assets, Hourly charges, Fixed fees · $131.6 million AUMSEC registeredNo commissions reportedBlackrock Capital Management, INC.100 Bellevue Parkway · Wilmington, DE 19809 · (302) 797-2000 · Flat / fixed feesCRD 108069 · % of assets, Fixed fees, Performance-based fees · $172.6 billion AUMSEC registeredNo commissions reportedClariti Wealth Advisors2710 Centerville Road, Suite 201 · Wilmington, DE 19808 · (302) 994-4444 · Financial planningCRD 104804 · % of assets, Hourly charges, Fixed fees · $797.6 million AUMSEC registeredNo commissions reportedDelaware Advisory Group, INC.701 Foulk Road, Suite 2 G · Wilmington, DE 19803 · (302) 651-9191 · Financial planningCRD 326933 · Hourly charges, Fixed feesState registeredNo commissions reportedDelaware Wealth Planners2301 Pennsylvania Avenue · Wilmington, DE 19806 · (302) 254-2400 · Financial planningCRD 306818 · % of assets, Hourly charges, Fixed fees · $255.6 million AUMSEC registeredNo commissions reported

All 20 in Wilmington →