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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

DIVERSIFIED FINANCIAL ADVISORS, LLC

CRD 118261

TOWN AND COUNTRY, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b42801a7-1e1b-86f1-ebc2-774f59539a35

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 1
Observed: Dec 23, 2011 to Aug 18, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Diversified Financial Advisors, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.34 fund_share=0.0 institutional_share=0.66 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $586MItem 5.F on the latest filing (2026-08-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $578M
Private client RAUM: $199MderivedItem 5.D individuals plus high net worth individuals
Private client share: 34%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $146Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 846
Individual clients: 475
High net worth clients: 35
SEC number: 801-70541
CRD: 118261
Filings on the tape: 25
First filed: Dec 23, 2011
Latest filed: Aug 18, 2026
Organised: Limited Liability Company, MO
Website: diversifiedfa.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH PAUL TRYBULA	Certified Financial Planner	TOWN AND COUNTRY, MO	29	33	n/a	yes
JEREMY TRYBULA	n/a	TOWN AND COUNTRY, MO	12	29	n/a	yes
JAMES VILLANUEVA	n/a	Whittier, CA \| TOWN AND COUNTRY, MO	9	15	n/a	no
BRENDEN SCOTT HEILAND	n/a	TOWN AND COUNTRY, MO	4	10	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
TRYBULA, JEREMY	MEMBER/OWNER	D	yes	04/2024	Apr 25, 2024	Apr 25, 2024
TRYBULA, JOSEPH, PAUL	MEMBER/OWNER/CHIEF COMPLIANCE OFFICER	D	yes	04/2024	Apr 25, 2024	Apr 25, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$586M	$578M	3	3	0	n/a	n/a
2024	Mar 28, 2025	$512M	$501M	3	3	0	n/a	n/a
2023	Mar 30, 2024	$451M	$445M	5	5	1	n/a	n/a
2022	Mar 31, 2023	$381M	$360M	5	5	1	n/a	n/a
2021	Mar 31, 2022	$459M	$440M	6	5	1	n/a	n/a
2020	Apr 1, 2021	$414M	$378M	5	5	0	n/a	n/a
2019	Jun 18, 2020	$332M	$253M	4	4	0	n/a	n/a
2018	Mar 29, 2019	$274M	$226M	4	4	0	n/a	n/a
2017	Mar 30, 2018	$277M	$246M	4	4	0	n/a	n/a
2016	Mar 31, 2017	$233M	$187M	4	4	n/a	n/a	n/a
2015	Mar 29, 2016	$209M	$157M	4	4	n/a	n/a	n/a
2014	Mar 30, 2015	$208M	$147M	4	4	n/a	n/a	n/a
2013	Mar 21, 2014	$200M	$31.2M	4	4	n/a	n/a	n/a
2012	Mar 28, 2013	$159M	$25.3M	4	3	n/a	n/a	n/a
2011	Mar 29, 2012	$125M	$16.3M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$586M	$512M	14.4%	$381M	15.4%	3	3	0	0

Relationships

Registered with (4)

← BRENDEN SCOTT HEILANDAdvisorregistration: current employment
Dec 21, 2021 to presentfactForm ADV
← JAMES VILLANUEVAAdvisorregistration: current employment
Apr 20, 2017 to presentfactForm ADV
← JEREMY TRYBULAAdvisorregistration: current employment
Jan 22, 2014 to presentfactForm ADV
← JOSEPH PAUL TRYBULAAdvisorregistration: current employment
Aug 23, 1997 to presentfactForm ADV

Controls (2)

← TRYBULA, JOSEPH, PAULOwnerMEMBER/OWNER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Apr 25, 2024 to Apr 25, 2024factForm ADV
← TRYBULA, JEREMYOwnerMEMBER/OWNER, ownership code D, individual
Apr 25, 2024 to Apr 25, 2024factForm ADV

Dated events

Occurred
Apr 25, 2024
Control person left
Joseph John Moynihan (President, Owner) no longer on Schedule A of Diversified Financial Advisors, Llc (listed 2024-03-30, absent 2024-04-25)
Form ADVobserved 5 days ago
Occurred
Apr 25, 2024
Control person joined
Jeremy Trybula (Member/Owner) appeared on Schedule A of Diversified Financial Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Apr 25, 2024
Control person joined
Paul Joseph Trybula (Member/Owner/Chief Compliance Officer) appeared on Schedule A of Diversified Financial Advisors, Llc
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b42801a7-1e1b-86f1-ebc2-774f59539a35
First observed: Dec 23, 2011
Last observed: Aug 18, 2026 33 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DIVERSIFIED FINANCIAL ADVISORS, LLC

CRD 118261

TOWN AND COUNTRY, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b42801a7-1e1b-86f1-ebc2-774f59539a35

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH PAUL TRYBULA

Certified Financial Planner

TOWN AND COUNTRY, MO

n/a

yes

JEREMY TRYBULA

n/a

TOWN AND COUNTRY, MO

n/a

yes

JAMES VILLANUEVA

n/a

Whittier, CA | TOWN AND COUNTRY, MO

n/a

BRENDEN SCOTT HEILAND

n/a

TOWN AND COUNTRY, MO

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TRYBULA, JEREMY

MEMBER/OWNER

yes

04/2024

Apr 25, 2024

TRYBULA, JOSEPH, PAUL

MEMBER/OWNER/CHIEF COMPLIANCE OFFICER

yes

04/2024

Apr 25, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$586M

$578M

n/a

2024

Mar 28, 2025

$512M

$501M

n/a

2023

Mar 30, 2024

$451M

$445M

n/a

2022

Mar 31, 2023

$381M

$360M

n/a

2021

Mar 31, 2022

$459M

$440M

n/a

2020

Apr 1, 2021

$414M

$378M

n/a

2019

Jun 18, 2020

$332M

$253M

n/a

2018

Mar 29, 2019

$274M

$226M

n/a

2017

Mar 30, 2018

$277M

$246M

n/a

2016

Mar 31, 2017

$233M

$187M

n/a

2015

Mar 29, 2016

$209M

$157M

n/a

2014

Mar 30, 2015

$208M

$147M

n/a

2013

Mar 21, 2014

$200M

$31.2M

n/a

2012

Mar 28, 2013

$159M

$25.3M

n/a

2011

Mar 29, 2012

$125M

$16.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$586M

$512M

14.4%

$381M

15.4%