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| Happy Holidays!! thanks for using AUM13F!! |
| Blackdiamond Wealth Management LLC
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| CRD # | 291459 |
| SEC # | 801-112524 |
| CIK # | 0001903059 |
| AUM | $322.4 M (2025-04-29) |
| Employees | 9 (67% Investors, 22% Brokers) |
| Phone | 212-784-6999 |
| Address | 31 Hudson Yards New York, NY 10001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001903059 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.7 | ||
| Apple Inc | 5.0 | ||
| J P Morgan Chase & Co | 4.8 | ||
| Nvidia Corp | 4.1 | ||
| Amazon Com Inc | 3.5 | ||
| Costco Wholesale Corp /NEW | 3.5 | ||
| Facebook Inc | 2.9 | ||
| Alphabet Inc | 2.4 | ||
| World Currency Gold Trust | 1.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 226 | 77.4 |
| (b) Individuals (high net worth individuals) | 96 | 235.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 9.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,100 | 322.4 |
| By Discretionary | ||
| Discretionary | 1,095 | 313.4 |
| Non-Discretionary | 5 | 9.1 |
| Total | 1,100 | 322.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.5 | |
| United States Persons | 316.0 | |
| Total | 1,100 | 322.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001903059] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shelton Wealth Management LLC
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|
TX | 0.3 |
|
Red Tortoise LLC
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GA | 0.3 |
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ACAS LLC
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CA | 0.3 |
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Dunhill Financial LLC
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0.3 | |
|
Pollock Investment Advisors LLC
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MI | 0.3 |
|
ABLE Wealth Management LLC
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NJ | 0.3 |
|
Cascades Capital Asset Management LLC
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|
NC | 0.3 |
|
Birmingham Capital Management Co Inc
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|
AL | 0.3 |
|
Optimum Investment Advisors LLC
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|
IL | 0.3 |
|
S&A Financial Services Inc
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|
KS | 0.3 |