What departments does Diversified Wealth Management have?

Diversified Wealth Management has employees across 5 departments including Finance, Operations, Information Technology, Consultant, Analytics.

What is the largest department at Diversified Wealth Management?

The largest department at Diversified Wealth Management is Finance with 7 employees.

Where are Diversified Wealth Management employees located globally?

Diversified Wealth Management has employees across 1 continents and 2 countries including United States Of America, Canada.

How has Diversified Wealth Management's team size changed over time?

Diversified Wealth Management's team has remained stable from approximately 29 to 29 employees based on available data.

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Diversified Wealth Management Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

As an independent financial firm, we take a full service approach to Financial Planning and Wealth Management in order to help people pursue their financial goals. 

Please visit our website, listed below for full disclosures. Third-party comments may not be representative of all customer experiences

Find Diversified Wealth Management employees' phone numbers or email addresses

Diversified Wealth Management Global Highlights

North America
51

United States Of America
50
Canada
1

Diversified Wealth Management's Leadership

S. M.
Chief Executive Officer
Mobile Phone
Email
G. B.
Vice President - Partner
Mobile Phone
Email
M. P.
Vice President / Partner
Mobile Phone
Email
D. B.
Vice President And Partner
Mobile Phone
Email
A. N.
Vp Of Client Operations
Mobile Phone
Email
N. L.
Vp Of Investments & Insurance Planning
Mobile Phone
Email
T. T.
President And Managing Partner - Cfp, Clu, Chfc, Aams, Crpc, Cfed, Awma, Cmfc
Mobile Phone
Email
B. C.
Advisor And Partner
Mobile Phone
Email

Diversified Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Finance
Operations
Other

Contact profiles from Diversified Wealth Management

Name

Title

Contact Info

Location

Last Update

B. N.
Insurance Producer
Mobile Phone
Email
Oct 18, 2024
G. B.
Registered Representative
Mobile Phone
Email
United StatesNorth Dakota
Aug 04, 2025
R. A.
Investment Advisory Representative
Mobile Phone
Email
Oct 16, 2024
D. S.
Financial Advisor
Mobile Phone
Email
Jan 28, 2026
J. J. R.
Partner & Financial Advisor At Diversified Wealth Management
Mobile Phone
Email
Apr 14, 2026

Frequently Asked Questions

What is Diversified Wealth Management known for?

Diversified Wealth Management was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 4501 Minnetonka Boulevard Suite 200 Minneapolis, Minnesota 55416 United States. Explore Diversified Wealth Management's company overview page for more information.

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

Diversified 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?

Diversified Wealth Management has approximately 36 employees as of April 2026. These team members are located across 1 continents, including North America.

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

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

Chief Executive Officer: S. M.
Vice President - Partner: G. B.
Vice President / Partner: M. P.
Vice President And Partner: D. B.
Vp Of Client Operations: A. N.

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