Dakota
Dakota
Book a Demo
Talk to an Expert

Diversified Wealth Advisors

EST. AUM
$138,000,000

CONTACTS

CLIENT ACCOUNTS
691

Firm Details

Metro area Kansas City
CRD Number 311903
Website diversifiedsolutionsllc.com
Client types

Overview

Diversified Wealth Advisors, LLC is a Kansas City-based registered investment adviser providing discretionary asset management and financial planning primarily to individual and high-net-worth clients. Founded in 2020 and offering advisory services since 2021, the firm uses a multi-manager structure in which independent sub-advisers and co-advisers implement investment strategies within client accounts. DWA determines asset allocation, selects portfolios, funds and strategies, monitors client objectives, and maintains authority to appoint or terminate outside advisers. Its planning capabilities include retirement strategy, investment planning, risk management, tax considerations, cash-flow analysis and estate preservation. Bradford Buckler is the firm's managing member, owner and Chief Compliance Officer.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy