CRD: 311903
Diversified Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Timber emberFrontier +more
- Established Date
- 02-04-2021
- Office Locations
- 1
Office Locations
About Diversified Wealth Advisors, LLC
Diversified Wealth Advisors, LLC is a Kansas City-based RIA serving retail households with holistic financial planning and investment management, with an emphasis on retirement income planning, tax-aware strategies, and risk management. Portfolios are primarily implemented with ETFs, and the practice supports planning workflows using tools such as eMoney/Orion and a major custodian like Schwab.
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Owner & Executives
BRADFORD LEE BUCKLER
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2250998
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Kent Stelljes
Financial Advisor
- CRD
- #6726607
Bryan David Stober
--
- CRD
- #7344941
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $104,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $104,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,249,499,825 | 47.9% |
| Equity - Exchange | $905,170,019 | 34.7% |
| Cash | $453,889,289 | 17.4% |
| Total | $2,608,559,133 | 100.0% |