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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
57

Minus sign iconPlus sign icon
  • United States Of America
    57

Diversified Wealth Management's Leadership

  • Chief Executive Officer at Diversified Wealth Management
    S. M.
    Chief Executive Officer
    Mobile Phone
  • Vp Portfolio Management & Partner at Diversified Wealth Management
    C. A.
    Vp Portfolio Management & Partner
    Mobile Phone
  • Vice President And Partner at Diversified Wealth Management
    D. B.
    Vice President And Partner
    Mobile Phone
  • Vice President Of Investments And Insurance Planning at Diversified Wealth Management
    N. L.
    Vice President Of Investments And Insurance Planning
    Mobile Phone
  • Senior Vice President And Partner at Diversified Wealth Management
    M. B.
    Senior Vice President And Partner
    Mobile Phone
  • Senior Vice President at Diversified Wealth Management
    C. F.
    Senior Vice President
    Mobile Phone
  • Senior Vice President at Diversified Wealth Management
    H. G.
    Senior Vice President
    Mobile Phone
  • Director Of Planning Services at Diversified Wealth Management
    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
  • Vp Portfolio Management & Partner at Diversified Wealth Management
    C. A.
    Vp Portfolio Management & Partner
    Mobile Phone
    Oct 17, 2024
  • Vice President And Partner at Diversified Wealth Management
    D. B.
    Vice President And Partner
    Mobile Phone
    Oct 17, 2024
  • Senior Vice President And Partner at Diversified Wealth Management
    M. B.
    Senior Vice President And Partner
    Mobile Phone
    Oct 21, 2024
  • Chief Executive Officer at Diversified Wealth Management
    S. M.
    Chief Executive Officer
    Mobile Phone
    Oct 22, 2024
  • Senior Vice President at Diversified Wealth Management
    C. F.
    Senior Vice President
    Mobile Phone
    Aug 24, 2026
  • Senior Vice President at Diversified Wealth Management
    H. G.
    Senior Vice President
    Mobile Phone
    Aug 24, 2026
  • Vice President Of Investments And Insurance Planning at Diversified Wealth Management
    N. L.
    Vice President Of Investments And Insurance Planning
    Mobile Phone
    Oct 16, 2024
  • Director Of Planning Services at Diversified Wealth Management
    C. B.
    Director Of Planning Services
    Mobile Phone
    Oct 18, 2024
  • Director Of Client Services at Diversified Wealth Management
    C. G.
    Director Of Client Services
    Mobile Phone
    Oct 23, 2024
  • Director at Diversified Wealth Management
    J. N.
    Director
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Diversified Wealth Management known for?

Minus sign iconPlus sign iconDiversified Wealth Management was founded in 2003 and 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 First@diversifiedwealthmanagement.com. 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 August 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of August 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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