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Diversified Wealth Management Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

Diversified Wealth Management is a financial services firm that provides independent, full-service financial planning and wealth management. Based in Minneapolis, Minnesota, the company emphasizes helping clients pursue their financial goals through a comprehensive approach that integrates planning and wealth management services. Its target market appears to be individuals seeking guidance and coordination across their financial objectives, with the firm positioned as a local independent option within the broader financial services industry. The organization operates from a modestly sized team and is located at 4501 Minnetonka Boulevard, Suite 200, in the Minneapolis area. The description notes a commitment to disclosures on its website, highlighting a transparent, client-focused practice. A brief recent development indicates ongoing activity as an independent firm within the financial services landscape.

Find Diversified Wealth Management employees' phone numbers or email addresses

Diversified Wealth Management Global Highlights

Location
Employees

North America
56

Minus sign iconPlus sign icon
  • United States Of America
    55
  • Canada
    1

Diversified Wealth Management's Leadership

  • Stylized image of a person
    S. M.
    Chief Executive Officer
    Mobile Phone
  • Stylized image of a person
    C. A.
    Vp Portfolio Management & Partner
    Mobile Phone
  • Stylized image of a person
    D. B.
    Vice President And Partner
    Mobile Phone
  • Stylized image of a person
    N. L.
    Vice President Of Investments And Insurance Planning
    Mobile Phone
  • Stylized image of a person
    M. B.
    Senior Vice President And Partner
    Mobile Phone
  • Stylized image of a person
    C. F.
    Senior Vice President
    Mobile Phone
  • Stylized image of a person
    H. G.
    Senior Vice President
    Mobile Phone
  • Stylized image of a person
    C. B.
    Director Of Planning Services
    Mobile Phone

Diversified Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Operations
  • Other

Contact profiles from Diversified Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. L.
    Financial Consultant
    Mobile Phone
    Jun 04, 2026
  • Stylized image of a person
    B. N.
    Insurance Producer
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    R. A.
    Investment Advisory Representative
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    D. S.
    Financial Advisor
    Mobile Phone
    Jul 07, 2026
  • Stylized image of a person
    J. J. R.
    Partner & Financial Advisor At Diversified Wealth Management
    Mobile Phone
    Jun 04, 2026

Frequently Asked Questions

What is Diversified Wealth Management known for?

Minus sign iconPlus sign iconDiversified Wealth Management was founded in 2003 operates in the Financial Services industry. Explore Diversified Wealth Management's company overview page for more information.

What is Diversified Wealth Management's most common email format?

Minus sign iconPlus sign iconDiversified Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Diversified Wealth Management email formats with LeadIQ.

How many employees does Diversified Wealth Management have currently?

Minus sign iconPlus sign iconDiversified Wealth Management has approximately 34 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Diversified Wealth Management's key employees and leadership?

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As of July 2026, Diversified Wealth Management's key employees include:

  • Chief Executive Officer: S. M.
  • Vp Portfolio Management & Partner: C. A.
  • Vice President And Partner: D. B.
  • Vice President Of Investments And Insurance Planning: N. L.
  • Senior Vice President And Partner: M. B.

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