CRD: 170327
Diversified Wealth Management Solutions, LLC
$93.9M Total AUM
$87.2M Disc. AUM
-- 3Y CAGR
1 Employees
135 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- QuantumHorizon peak +more
- Established Date
- 05-12-2014
- Office Locations
- 1
Office Locations
7948 N. Maple AVE Suite 107 Fresno CA
About Diversified Wealth Management Solutions, LLC
Diversified Wealth Management Solutions, LLC provides financial planning and investment management with an emphasis on retirement planning, tax-efficient strategies, and risk protection through insurance. The practice supports high-net-worth households, small business owners, and professionals, and builds diversified portfolios that may include ETFs and fixed income. Primary custody is with Charles Schwab & Co.
Team overview
42 AVG AGE
$93.9M AVG AUM / ADVISOR
$695.6K AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Premium access reveals conviction themes in vertex signal.
Open the full profile to inspect shifts in glacier value.
Premium access reveals conviction themes in summit atlas beacon.
Full visibility includes strategy notes for vertex delta atlas.
Upgrade to reveal position-level detail across pathway catalyst.
Full visibility includes strategy notes for momentum element.
Premium access reveals conviction themes in oak crest.
Unlock to see real insight on signal fusion atlas.
Asset Classes
Wave Atlas momentum
Client Personas
Legacy crest Prime Beacon atlas
Custodian
Ridge Delta horizon Ridge Ridge Vector Bridge ember Timber Value Momentum catalyst Catalyst
Investment Themes
Oak Alpha Vector prime Alpha bridge Optima
Investment Vehicles
Vital matrix Atlas Atlas capital
Services
Quantum momentum Matrix Meridian Meridian capital Radial north Quantum signal Value Unison vector North atlas Prime wave Horizon pathway
Technology
Ember vertex Element Crest
Owner & Executives
MARK PHILLIP ALCORN JR
Investment Advisor, Managing Member
- CRD
- #4834967
- Ownership
- 75% or more
(856) 406-4667
zenith.ember@signalcapital.com
in linkedin.com/in/optima-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,200,000 | -- |
| Non-Discretionary | $6,700,000 | -- |
| Total | $93,900,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $93,900,000
Public Funds:
6.0% Equity - Exchange:
14.8% Corporate - Investment Grade:
23.0% U.S. Government/Agency:
21.4% Equity - OTC:
16.6% Cash:
14.1% Municipal Bonds:
4.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $269,849,934 | 6.0% |
| Equity - Exchange | $665,629,838 | 14.8% |
| Corporate - Investment Grade | $1,034,424,748 | 23.0% |
| U.S. Government/Agency | $962,464,766 | 21.4% |
| Equity - OTC | $746,584,818 | 16.6% |
| Cash | $634,147,346 | 14.1% |
| Municipal Bonds | $184,397,455 | 4.1% |
| Total | $4,497,498,905 | 100.0% |