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
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Diversified Capital Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael R. Palmisano
CRD#: 1664569
11512 N. Port Washington Rd, Ste 101c, Mequon, WI 53092

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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