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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- PrimeHorizon +more
- Established Date
- 07-01-2024
- Office Locations
- 8
Office Locations
About Diversified, LLC
Diversified LLC is an SEC-registered investment adviser providing comprehensive financial planning and investment management, with tax, insurance, estate and mortgage guidance to keep client needs under one roof. The firm serves pre-retirees/retirees, executives, families, business owners and nonprofits nationwide (via multiple offices and virtual service). Portfolio strategy is led by a CIO and investment committee through its Lifelong Investment Philosophy; named a USA Today Top 20 advisory firm (2024).
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW SCOTT ROSEN
Executive Chairman, President
- CRD
- #4722997
- Ownership
- 25% but less than 50%
KYLE HILL
Financial Advisor, General Partner, SENIOR PARTNER, Senior Wealth Advisor
- CRD
- #4250662
- Ownership
- 10% but less than 25%
Delta alpha
Ember north optima
- CRD
- #13058
- Ownership
- 37.0%
Showing 2 of 6 owners & executives
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NICKLAUS MICHAEL AREDDY
Partner, Senior Wealth Advisor
- CRD
- #6203261
Anthony Barbosa
Business Development Specialist
- CRD
- #8188415
Unison vector
Timber ridge
- CRD
- #53788
Showing 2 of 27 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,726,837,211 | $416,884 |
| Non-Discretionary | $64,290,167 | $2,216,902 |
| Total | $2,791,127,378 | $424,829 |
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Separately Managed Accounts
Total SMA Asset: $2,742,764,973
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $123,544,031 | 19.4% |
| Equity - Exchange | $68,140,264 | 10.7% |
| Cash | $150,290,677 | 23.6% |
| Municipal Bonds | $94,250,085 | 14.8% |
| Corporate - Investment Grade | $150,290,677 | 23.6% |
| U.S. Government/Agency | $50,309,167 | 7.9% |
| Total | $636,824,901 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN LEGACY | NORTH SIGNAL | A18LAHDQ1 | JUYOA | 11.75% | $42,528,061 |
| HORIZON FRONTIER SIGNAL | RADIAL FUSION | 7Q9LPE33C | BQDL | 4.62% | $90,309,699 |
| PATHWAY LEGACY FRONTIER | NORTH CREST | E88XESOXG | RQOD | 1.04% | $53,669,940 |
| ALPHA BRIDGE | OPTIMA VITAL | ZI56N6L1Z | PAPP | 8.27% | $66,031,166 |
| CAPITAL BEACON CAPITAL | GLACIER VITAL | VBCJ7FZ0U | WMM | 5.28% | $105,536,186 |
| RADIAL PIONEER | OPTIMA RADIAL | YKUDAUB6H | RBMP | 3.25% | $19,953,238 |
| DELTA RADIAL | FRONTIER ELEMENT | OD91WQSI9 | CTC | 2.76% | $51,823,029 |
| UNISON WAVE | CAPITAL SUMMIT | NRSOD76KY | NPS | 3.28% | $110,965,594 |