Diversified Financial Management
Diversified Financial Management is an SEC-registered wealth manager in Norwell, MA with $338.8M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Diversified Financial Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 171813, SEC 801-79902, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $338.8M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Norwell, MA
- Employees
- 5
- Clients
- 144
- CRD
- 171813
- Ownership
- PLACE, JR., HENRY, CALVIN; PLACE, HENRY, CALVIN
How much AUM does Diversified Financial Management have?
Diversified Financial Management reported $338.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Diversified Financial Management?
Disclosed owners and executives of Diversified Financial Management include PLACE, JR., HENRY, CALVIN, PLACE, HENRY, CALVIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.