FormDSignal
56

Diversified Wealth Advisors, LLC registers with the SEC (Kansas City, MO)

New SEC-registered adviser · CRD 311903 · 801-137374 · effective 2026-09-24

Effective 2026-09-24. 5 employees (3 advisory), $138M regulatory AUM across 691 accounts. Notice-filed in KS, MO, TX. Limited Liability Company (MO).

Disciplinary disclosure

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance