|
⚲
|
| Keyboard |
| Diamond Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 288603 |
| SEC # | 801-110663 |
| CIK # | |
| AUM | 212.0 M (2026-03-31) |
| 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) | 227 | 54.8 |
| (b) Individuals (high net worth individuals) | 164 | 157.2 |
| (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 | 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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 585 | 212.0 |
| By Discretionary | ||
| Discretionary | 516 | 194.5 |
| Non-Discretionary | 69 | 17.4 |
| Total | 585 | 212.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.3 | |
| United States Persons | 208.6 | |
| Total | 585 | 212.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cygnet Financial Planning Inc
✚
|
MI | 212.9 M |
|
Sensenig Capital Advisors Inc
✚
|
PA | 212.9 M |
|
Larry Mathis Financial Planning LLC
✚
|
AZ | 212.8 M |
|
Up Capital Management Inc
✚
|
212.6 M | |
|
Urban Wealth Management Group LLC
✚
|
212.5 M | |
|
Brixton Capital Wealth Advisors LLC
✚
|
NY | 212.4 M |
|
Madrid Wealth Management LLC
✚
|
NM | 212.1 M |
|
Jamison Hanson Advisors LLC
✚
|
OR | 212.0 M |
|
Regatta Research & Money Management LLC
✚
|
LA | 211.5 M |
|
Shaffer Capital Advisers LLC
✚
|
OH | 211.1 M |