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Diversified Planning Strategies Advisors LLC

● SEC registered since 2026CRD 321737SEC# 801-136395Roseland, NJ
Export (members)
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.
www.instagram.com/dpsadvisors/?igshid=ymmymta2m2y%3dView on SEC.gov ↗

Diversified Planning Strategies Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
John Peter Papa ControlPresident/Managing Member/CcoOver 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

Address101 Eisenhower Pkwy, Suite 108, Roseland, NJ 07068
Phone973-226-6000
Fax973-226-6256
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK2109947
Discloses disciplinary historyNo

Assets under management

Discretionary$154.4M
Non-discretionary$0
Total (RAUM)$154.4M