Diversified Capital Wealth Management, LLC
Diversified Capital Wealth Management, LLC (CRD# 168428) is a financial advisory firm headquartered in Mequon, WI. They manage $13,400,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Diversified Capital Wealth Management, LLC
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts125ACCOUNTS
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Average Account Value$107,200
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Diversified Capital Wealth Management, LLC
1
Michael Palmisano (CRD# 1664569) is an Investment Advisor Representative working at Diversified Capital Wealth Management, LLC in Mequon, WI and has over 36 years of experience in the finance industry.
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