Diversified Wealth Management Solutions, LLC

Diversified Wealth Management Solutions, LLC (CRD# 170327) is a financial advisory firm headquartered in Visalia, CA. They manage $16,957,036 in 124 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.


Financial Advisors at Diversified Wealth Management Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
Mark P. Alcorn
CRD#: 4834967
7498 N Remington Avenue, Suite 103, Fresno, CA 93711
Mark Alcorn (CRD# 4834967) is an Investment Advisor Representative working at Diversified Wealth Management Solutions, LLC in Fresno, CA and has over 11 years of experience in the finance industry. Mark Alcorn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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