CRD: 168428
Diversified Capital Wealth Management, LLC
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Oak
- Established Date
- 09-05-2013
- Office Locations
- 1
Office Locations
About Diversified Capital Wealth Management, LLC
Diversified Capital Wealth Management, LLC is a Wisconsin-based advisory firm serving individuals, families, and business owners with financial planning across career building, business transitions, retirement, and estate planning. The team emphasizes behavioral planning—accounting for client habits and decision-making. Public filings indicate their managed portfolios are primarily ETF-based, supporting diversified, goals-driven allocation and implementation.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
MICHAEL ROBERT PALMISANO
Chief Compliance Officer, Managing Member
- CRD
- #1664569
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TIMOTHY RANDALL BANKS
Founder
- CRD
- #707832
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $22,160,000 | -- |
| Total | $22,160,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,560,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,749,685,511 | 100.0% |
| Total | $4,749,685,511 | 100.0% |