Diversified Portfolios, Inc.

Overview

Diversified Portfolios, Inc. is an SEC registered investment adviser based in Bloomfield Hills, MI, registered since 1999. It reports $1.9B in assets under management across 2,514 accounts, with 19 employees. It has 10 investment adviser representatives.

Reported AUM

$1.9B

Discretionary

100%

Accounts

2,514

Average account

$77K

Employees

19

Advisory reps

10

Registered since

1999

Jurisdictions

13

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Katharine Post Wagner Shareholder, President CRD 6120242
• James Bradley Cox Chief Compliance Officer, Chief Operating Officer, Shareholder CRD 7714881
• Thomas Carpenter Post Secretary CRD 2388720

Advisory reps 3 of 10

• Catharine O Betzig Investment Adviser Rep CRD 6903623
• Christopher Todd Brittingham Investment Adviser Rep CRD 6716827
• Ryan Patrick Conner Investment Adviser Rep CRD 7505383

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

39520 Woodward Ave Ste 200
Bloomfield Hills, MI 48304

County

Oakland

Metro area

Detroit-Warren-Dearborn, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: divport.com

Every state, with registration dates

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