Diversified Celebrates Major Milestone with SEI

Core Insights - Diversified, LLC has surpassed $2 billion in client assets under management (AUM) as of June 30, 2024, highlighting significant growth and stability in its operations [1][3] - SEI plays a crucial strategic role in supporting Diversified's acquisitions and operational expansion, with new offices established in Georgia and Massachusetts [2] - The partnership between SEI and Diversified enhances the service offerings to approximately 2,000 client households, focusing on comprehensive financial planning and wealth management [3][5] Company Overview - Diversified, LLC is an SEC Registered Investment Advisor (RIA) with a presence in five states, providing a range of financial services including financial planning, investment management, tax planning, and insurance [8] - As of June 30, 2024, SEI manages, advises, or administers approximately $1.5 trillion in assets, showcasing its extensive capabilities in the financial services industry [7] Strategic Partnership - The integration of SEI's technology and custody solutions is pivotal for Diversified's growth strategy, allowing the firm to focus on client satisfaction and operational efficiency [4][5] - SEI's commitment to enabling advisors to operate more efficiently is reflected in the ongoing expansion of its relationship with Diversified, which supports the growth of advisory enterprises [5][6]