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DIAMOND WEALTH MANAGEMENT, LLC
CRD 288603 · SEC 801-110663
40 W. MAIN STREET COURT, SUITE 250E, ALPINE, UT, 84004, United States
Phone
801-216-4811
Fax
801-216-4897
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$212.0M
Discretionary AUM
$194.5M
Team
6 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 227 | $54.8M |
| High net worth individuals | 164 | $157.2M |
States served
AK, AZ, CA, CO, NV, NM, NY, UT, WY, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD