Diversified Resources, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Warwick, RI. Its latest Form ADV filing, dated March 25, 2026, reports $269M in regulatory assets under management, 6 employees, and 1,240 accounts.
Assets Under Management
$269M
Employees
6
Offices
--
Total Clients
640
Primary office
WARWICK, RI
70 JEFFERSON BLVD, 4TH FLOOR, WARWICK, RI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.8% of total clients.
Top client categories% of clientsClients
1
Individuals
79.8%
511
2
HNWI
20.2%
129
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$269Mas of March 25, 2026
Discretionary100.0%
$269M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$269M
Total Accounts1,240
10Y AUM Change+$156M (+138.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee107:1
10Y Employee Change+2 (+50.0%)
* 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.