Diversified Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated March 30, 2026, reports $1.9B in regulatory assets under management, 8 employees, 1 office, and 1,650 accounts.
Assets Under Management
$1.9B
Employees
8
Offices
1 office
Total Clients
340
Primary office
MILWAUKEE, WI
330 E. KILBOURN AVE., SUITE 1475, MILWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.4% of total clients.
Top client categories% of clientsClients
1
HNWI
62.4%
212
2
Individuals
37.4%
127
3
Charitable
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 30, 2026
Discretionary92.9%
$1.7B
93% of total RAUM92.9%
Non-discretionary7.1%
$133M
7% of total RAUM7.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.9B
Total Accounts1,650
10Y AUM Change+$963M (+106.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee43:1
10Y Employee Change-1 (-11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.