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Wealth Manager • Milwaukee, United States

Diversified Management

Diversified Management is a wealth manager based in Milwaukee, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$1.5B
Assets Under Mgmt
Wealth Manager
Investor Type
Milwaukee, United States
Headquarters
About

Diversified Management

Since being founded in 1993, Diversified Management Inc. (DMI) has grown to take its place among the leading financial planning and wealth management companies. Diversified Management Inc. (DMI) manages a limited number of accounts in order to provide our select and private group of high-net-worth clients with the results and exceptional personal attention they deserve. 

Investment Focus

What Diversified Management Invests In

Investment types: Joint Venture/Partner, Asset Disposition

Sectors & themes: Wealth & Estate Planning, Fund of Funds, Retirement Planning, Investment Management, Multi-Asset Investing Finance, Financial Services, Traditional Investments (Liquid Assets)

Preferred geographies: United States

Location: 330 East Kilbourn Avenue\nSuite 1475\nMilwaukee\nWisconsin\n53202\nUnited States

Contact Diversified Management

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.