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BLACKDIAMOND WEALTH MANAGEMENT, LLC
CRD 291459 · SEC 801-112524
31 HUDSON YARDS, FLOOR 10, SUITE 55, NEW YORK, NY, 10001, United States
Phone
(212) 784-6999
Fax
(917) 565-8509
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$424.0M
Discretionary AUM
$405.6M
Team
10 total employees; 7 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 275 | $123.1M |
| High net worth individuals | 96 | $281.6M |
| Pension/profit sharing plans | 8 | $18.4M |
States served
CA, CO, DE, IL, NJ, NY, PA, MO, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD