Diversified, LLC: Detailed Company Information & Corporate Profile
Summary
Based in Wilmington, Delaware, Diversified, LLC operates within the finance sector, offering a range of services that support clients across various financial needs. With a team of 10‑50 professionals and annual revenue positioned between $10 million and $50 million, the firm focuses on delivering personalized financial solutions while maintaining operational efficiency.
Jared leads Trading, while Stephen Wildman serves as Vice President of Sales and Planning and Sarah Thomas directs Marketing. Andrew Rosen CFP® chairs the Executive Board, with Daniel McKinney coordinating Emergency Management and Josh Cohen managing Operations. Senior Wealth Advisors Max Berger and Arron Brisard guide client portfolios, supported by specialists Adam James in Tax, Corey Jones in Financial Planning, Anthony Barbosa in Business Development, Samantha Ferraro as Finance Manager, Levi May as Paraplanner, Cameron McKelvin in Accounting, Rakhee Price overseeing Investment Operations, and John Anderson driving Pro Bono Services.
| Diversified, LLC Website | diversifiedllc.com |
| Phone Number | 302-765-3500 |
| Industries | |
| Diversified, LLC Headquarters Address | 3705 Concord Pike, Wilmington, Delaware, 19803 US |
| Company Size | 10-50 employees |
| Estimated Annual Revenue | $10M - 50M |
| Updated: | 2026-09-28 |
Diversified, LLC Org Chart
Chief Executive Officer
Chief Executive Officer
C-Level
Estimated Website Traffic
The chart shows a decline in traffic to the diversifiedllc.com website. In September, traffic decreased to 25126, compared to 28157 in the previous month. The highest traffic in 2026 was recorded in March, reaching 43435 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Diversified, LLC's workforce includes employees across a wide range of tenure levels.
10% have been with the company for 1 to 2 years10% have been with the company for 3 to 4 years10% have been with the company for 5 to 7 years20% have been with the company for 8 to 10 years50% have been with the company for more than 11 years
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Diversified, LLC Corporate Information: FAQ
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