Investment adviser · CRD 311903
DIVERSIFIED WEALTH ADVISORS, LLC
Investment adviser filing (IA)
KANSAS CITY, MO, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $138M Form ADV · Item 5.F
- Client accounts
- 691 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 113 | $77,500,000 | 56.2% |
| Individuals | 295 | $60,500,000 | 43.8% |
Filing source
Form ADV 2135599 · Sep 30, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
1251 NW BRIARCLIFF PARKWAY, SUITE 140KANSAS CITY, MO, 64116, United States
CRD 311903
Filing source
Form ADV 2135599 · Sep 30, 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.