|
⚲
|
| Keyboard |
| Diazo LLC
✚
|
|
|---|---|
| CRD # | 324419 |
| SEC # | 801-127128 |
| CIK # | |
| AUM | 221.6 M (2026-03-31) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 702-745-1800 |
| Address | 2534 Anthem Village Dr, Suite 100 Henderson, NV 89052 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 293 | 95.6 |
| (b) Individuals (high net worth individuals) | 46 | 115.9 |
| (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 | 10.0 |
| (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 | 876 | 221.6 |
| By Discretionary | ||
| Discretionary | 876 | 221.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 876 | 221.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.6 | |
| Total | 876 | 221.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
KMT Wealth Management LLC
✚
|
CA | 222.4 M |
|
Flax Pond Capital LLC
✚
|
222.3 M | |
|
Phillip James Consulting Co
✚
|
MN | 222.1 M |
|
VIA IV Investments LLC
✚
|
IL | 221.8 M |
|
Carroll Investors Inc
✚
|
SC | 221.4 M |
|
Halcyon Global Advisors LLC
✚
|
TX | 221.3 M |
|
Asset Management Advisors LLC
✚
|
OK | 221.3 M |
|
Lyle Allan Glen
✚
|
CA | 221.2 M |
|
Para Wealth Advisors Inc
✚
|
WA | 221.0 M |
|
Intrinsic Value Partners LLC
✚
|
AZ | 220.6 M |