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| Blackdiamond Wealth Management LLC
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| CRD # | 291459 |
| SEC # | 801-112524 |
| CIK # | 0001903059 |
| AUM | 424.0 M (2026-03-26) |
| Employees | 10 (70% Investors, 30% Brokers) |
| Phone | 212-784-6999 |
| Address | 31 Hudson Yards New York, NY 10001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001903059 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.9 | ||
| Microsoft Corp | 5.8 | ||
| Nvidia Corp | 5.1 | ||
| Alphabet Inc | 4.1 | ||
| Amazon Com Inc | 3.9 | ||
| Costco Wholesale Corp /NEW | 2.9 | ||
| Facebook Inc | 2.5 | ||
| J P Morgan Chase & Co | 2.4 | ||
| World Currency Gold Trust | 2.3 | ||
| Broadcom Inc | 2.2 | ||
| Alphabet Inc | 2.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 275 | 123.1 |
| (b) Individuals (high net worth individuals) | 96 | 281.6 |
| (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 | 8 | 18.4 |
| (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 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,238 | 424.0 |
| By Discretionary | ||
| Discretionary | 1,232 | 405.6 |
| Non-Discretionary | 6 | 18.4 |
| Total | 1,238 | 424.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.8 | |
| United States Persons | 416.1 | |
| Total | 1,238 | 424.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001903059] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lifemark Securities Corp
✚
|
NY | 424.9 M |
|
Macdougall Financial Counseling
✚
|
PA | 424.8 M |
|
Syrios Wealth Management Group Inc
✚
|
CA | 424.6 M |
|
Mascagni Wealth Management Inc
✚
|
MS | 424.5 M |
|
Hayek Kallen Investment Management LLC
✚
|
AL | 424.4 M |
|
First City Capital Management Inc
✚
|
GA | 423.7 M |
|
Castle Coast Wealth LLC
✚
|
CA | 423.7 M |
|
Geneva Partners LLC
✚
|
WI | 423.6 M |
|
Sindia Capital Advisers LLC
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|
NJ | 423.4 M |
|
Divergent Planning LLC
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|
MD | 423.1 M |