Investment adviser · CRD 331709

DIVERSIFIED, LLC

Investment adviser filing (IA)

DIVERSIFIED ENTERPRISES, LLC

WILMINGTON, DE, United States · Form ADV filed Aug 4, 2026

Regulatory AUM: $2.79B
Client accounts: 6,570
Employees: 53
Advisory professionals: 34

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	828	$2,220,287,457	79.5%
Individuals	1,154	$440,014,142	15.8%
Retirement plans	11	$62,398,145	2.2%
Pooled investment vehicles	1	$48,362,405	1.7%
Corporations & businesses	8	$20,065,229	0.7%

Filing source

Form ADV 2122554 · Aug 4, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CASH MANAGEMENT, L.P. IIOther Private Fund · Last reported Aug 4, 2026$48.4MGross asset value

Fund administrator STRATEGIC FUND SERVICES, LLC ISELIN, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK MIAMI, Florida, United States

Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHNREZNICK
PCAOB 596

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-3028727130
Reported beneficial owners: 92
Minimum commitment: $0

Form ADV 2122554 · Aug 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 4, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

3705 CONCORD PIKE
WILMINGTON, DE, 19803, United States

CRD 331709

Filing source

Form ADV 2122554 · Aug 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.