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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- HarborOptima optima +more
- Established Date
- 03-23-1999
- Office Locations
- 1
Office Locations
About Diversified Portfolios, Inc.
Diversified Portfolios is an independent, employee-owned RIA serving families and couples nationwide (clients in 35+ states). The firm provides comprehensive wealth management—investment management, financial planning, and tax optimization—with retirement and legacy planning support. Its all-weather approach emphasizes cost, tax, and risk control, and its Financial MRI discovery session helps align both partners’ money perspectives into a unified plan.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
THOMAS CARPENTER POST
Secretary, Wealth Advisor
- CRD
- #2388720
- Ownership
- 25% but less than 50%
KATHARINE POST WAGNER
Partner, Wealth Advisor
- CRD
- #6120242
- Ownership
- 10% but less than 25%
Frontier foundation
North legacy
- CRD
- #47087
- Ownership
- 22.2%
Showing 2 of 3 owners & executives
Unlock allContacts
Catharine O. Betzig
Financial Planning Associate
- CRD
- #6903623
CHRISTOPHER TODD BRITTINGHAM
--
- CRD
- #6716827
Catalyst momentum
Pioneer value
- CRD
- #70910
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,935,596,870 | $769,927 |
| Non-Discretionary | $0 | -- |
| Total | $1,935,596,870 | $769,927 |
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Separately Managed Accounts
Total SMA Asset: $1,935,596,870
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $101,303,120 | 27.2% |
| Equity - Exchange | $75,977,340 | 20.4% |
| Cash | $145,623,235 | 39.1% |
| Other | $49,534,247 | 13.3% |
| Total | $372,437,942 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST DELTA | BEACON ATLAS | 2TV4794HS | XBJ | 6.78% | $78,286,054 |
| EAGLE HORIZON | ALPHA PEAK | XI9Z4WPIU | HNP | 5.29% | $77,616,422 |
| PEAK BEACON | GLACIER EAGLE | ICEL2C904 | YVQYK | 4.48% | $16,935,218 |
| FRONTIER UNISON | RADIAL TIMBER | E3PB94ZQT | PVCA | 5.80% | $4,092,026 |
| CREST BEACON FUSION | HORIZON NORTH | 9F91XAP4W | PVE | 2.87% | $23,086,685 |
| UNISON OPTIMA ZENITH | HARBOR OAK | UR8HRZ79I | SGWHJ | 9.08% | $25,764,836 |
| TIMBER SIGNAL | EMBER BEACON | NLC32CUR9 | UEW | 10.29% | $111,267,005 |
| VECTOR LEGACY | MATRIX OAK | AEH3HHGUI | OFP | 5.99% | $108,748,509 |