CRD: 321737
Diversified Planning Strategies Advisors LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Momentum alphaFoundation +more
- Established Date
- 05-25-2022
- Office Locations
- 1
Office Locations
About Diversified Planning Strategies Advisors LLC
DPS Advisors LLC is an independent, family-led firm providing holistic financial planning and portfolio management for individuals and families, including those planning for retirement and younger investors thinking long term. Founded in 1987 and led by John Papa alongside his son Luke and a legal/operations partner, the team emphasizes long-term relationships and risk-aware asset allocation, primarily using ETFs and mutual funds on Schwab and Fidelity.
Team overview
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Owner & Executives
JOHN PETER PAPA
Chief Compliance Officer, Managing Member, President
- CRD
- #1834731
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Theodore Anthony Fiore
Financial Services Professional
- CRD
- #2000406
Alyssa Lynn Loughlin
--
- CRD
- #8193777
Crest timber
North delta
- CRD
- #81429
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,398,323 | -- |
| Non-Discretionary | $0 | -- |
| Total | $154,398,323 | -- |
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Separately Managed Accounts
Total SMA Asset: $154,398,323
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $218,459,431 | 12.6% |
| Public Funds | $244,466,506 | 14.1% |
| Cash | $811,420,742 | 46.8% |
| U.S. Government/Agency | $459,458,325 | 26.5% |
| Total | $1,733,805,004 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT GLACIER FUSION | RIDGE VALUE | I4DUHZ35B | MSN | 12.16% | $102,175,098 |
| OPTIMA OPTIMA | FOCUS NORTH | 0XTS9VU0U | UNXKN | 2.74% | $33,208,626 |
| GLACIER RADIAL | DELTA VITAL | Y1HH2XKFU | ZGU | 12.37% | $66,269,239 |
| EAGLE PEAK | FUSION NORTH | 5FC576OAX | SVEQ | 3.07% | $113,229,656 |
| RIDGE PIONEER | SIGNAL EAGLE | VMMQJTLI1 | DFFCF | 6.70% | $79,283,309 |
| CAPITAL OAK MERIDIAN | VITAL EAGLE | 85L1QZ908 | QRWHF | 9.42% | $14,658,288 |
| RADIAL MATRIX PRIME | ELEMENT MATRIX | Y7RCNTB8H | GKR | 5.14% | $40,879,845 |
| GLACIER PIONEER SUMMIT | GLACIER FRONTIER | 68RCOIJFH | RVXSK | 9.29% | $56,030,792 |