Diversified Capital Wealth Management, LLC

Diversified Capital Wealth Management, LLC (CRD# 168428) is a financial advisory firm headquartered in , . They manage $4,500,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $150,000
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Diversified Capital Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffery G. Steely
CRD#: 4262334
Mequon, WI
93
Wealthminder
score

Jeffery Steely (CRD# 4262334) is an Investment Advisor Representative working at Diversified Capital Wealth Management, LLC in Mequon, WI and has over 17 years of experience in the finance industry.

2
Michael R. Palmisano
CRD#: 1664569
Mequon, WI
38
Wealthminder
score

Michael Palmisano (CRD# 1664569) is an Investment Advisor Representative working at Diversified Capital Wealth Management, LLC in Mequon, WI and has over 30 years of experience in the finance industry.

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