# Diversified Planning Strategies Advisors LLC: new SEC registration, $154M AUM, Roseland, NJ

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Diversified Planning Strategies Advisors LLC |
| Legal name | Diversified Planning Strategies Advisors LLC |
| CRD | 321737 |
| Status | Approved |
| Registered with the SEC | 2026-06-01 |
| Latest Form ADV filing | 2026-07-28 |
| Location | Roseland, NJ, United States |
| Regulatory AUM | $154,398,323 |
| Accounts | 709 |
| Employees | 6 |
| Website | https://www.instagram.com/dpsadvisors/?igshid=YmMyMTA2M2Y%3D |

## Why this score
- $154M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/321737). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.