Diversified Planning Strategies Advisors LLC
Diversified Planning Strategies Advisors LLC is an SEC-registered mass-market adviser with $154.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Diversified Planning Strategies Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 321737, data through 2026-05-07.
- AUM (assets under management / regulatory AUM)
- $154.4M (2026-05-07)
- Firm type
- Mass-Market Adviser
- Employees
- 6
- Clients
- 364
- CRD
- 321737
- Ownership
- PAPA, JOHN, PETER
How much AUM does Diversified Planning Strategies Advisors LLC have?
Diversified Planning Strategies Advisors LLC reported $154.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-07).
Who owns Diversified Planning Strategies Advisors LLC?
Disclosed owners and executives of Diversified Planning Strategies Advisors LLC include PAPA, JOHN, PETER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.