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Diversified Wealth Management Solutions, LLC

Headquartered in FRESNO, CA

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Firm Information

Diversified Wealth Management Solutions, LLC is an investment advisor registered with the state of North Carolina. They provide portfolio management for individuals and have approximately $74 million in regulatory assets under management. The firm has 257 total client accounts, with 253 discretionary and 4 non-discretionary. Their client base includes high-net-worth individuals, corporations, pension and profit-sharing plans, individuals other than high-net-worth, and state or municipal government entities.

Diversified Wealth Management Solutions, LLC

$74.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

DIVERSIFIED WEALTH MANAGEMENT SOLUTIONS, LLC has a total of 1 branch locations across the country.
location

FRESNO, CA

Advisors at Diversified Wealth Management Solutions, LLC

View All 1 Advisors
Unclaimed
Mark Phillip Alcorn

CFP®, RA

FRESNO, CA

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Disclosures

There are no public disclosures for Diversified Wealth Management Solutions, LLC.

Frequently Asked Questions (6)

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