Diversified Planning Strategies Advisors LLC
● SEC registered since 2026CRD 321737SEC# 801-136395Roseland, NJ
Reg. AUM
$154.4M
Employees
6
Accounts
709
Location
Roseland, NJ
Diversified Planning Strategies Advisors LLC assets under management
Diversified Planning Strategies Advisors LLC is an investment advisory firm registered with the SEC based in Roseland, NJ. The firm has been registered since 2026. It reports $154.4 million in regulatory assets under management and employs 6 people.
Diversified Planning Strategies Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Peter Papa Control | President/Managing Member/Cco | Over 75% | 2022 |
Frequently asked questions
How much does Diversified Planning Strategies Advisors LLC manage?
Diversified Planning Strategies Advisors LLC reports $154.4 million in regulatory assets under management on its Form ADV.
How many employees does Diversified Planning Strategies Advisors LLC have?
Diversified Planning Strategies Advisors LLC reports 6 employees.
Where is Diversified Planning Strategies Advisors LLC located?
Diversified Planning Strategies Advisors LLC is based in Roseland, NJ and has been SEC-registered since 2026.
Does Diversified Planning Strategies Advisors LLC disclose fund performance?
Diversified Planning Strategies Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 Eisenhower Pkwy, Suite 108, Roseland, NJ 07068 |
| Phone | 973-226-6000 |
| Fax | 973-226-6256 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2109947 |
| Discloses disciplinary history | No |
Regulatory AUM
$154.4MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$154.4Mregulatory AUM
Discretionary $154.4M