|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Diamond Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 288603 |
| SEC # | 801-110663 |
| CIK # | |
| AUM | $183.5 M (2025-04-25) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 801-216-4811 |
| Address | 40 W Main Street Court Alpine, UT 84004 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 46.9 |
| (b) Individuals (high net worth individuals) | 122 | 136.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 510 | 183.5 |
| By Discretionary | ||
| Discretionary | 483 | 171.7 |
| Non-Discretionary | 27 | 11.8 |
| Total | 510 | 183.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.4 | |
| United States Persons | 180.1 | |
| Total | 510 | 183.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mandalay Financial LLC
✚
|
TX | 0.2 |
|
Hughes Warren Inc
✚
|
OK | 0.2 |
|
Nestlerode & LOY Inc
✚
|
PA | 0.2 |
|
Mosley Wealth Management Inc
✚
|
CA | 0.2 |
|
Bond Tech Inc
✚
|
OH | 0.2 |
|
Sound Financial Strategies Group LLC
✚
|
MS | 0.2 |
|
Caitlin John LLC
✚
|
MI | 0.2 |
|
Larry Mathis Financial Planning LLC
✚
|
AZ | 0.2 |
|
Paradigm Investment Advisory LLC
✚
|
NJ | 0.2 |
|
Aegis Wealth Group LLC
✚
|
UT | 0.2 |